+1,145.9%
DELL vs ACHR
-42.8%
+1,188.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +2.4% | +9.6% | +11.7% |
| 7D | +8.2% | -2.3% | +10.5% | +8.5% |
| 30D | +17.1% | -11.3% | +28.4% | +18.7% |
| 3M | +45.2% | +5.3% | +39.9% | +43.1% |
| 6M | +286.8% | -13.2% | +300.0% | +289.4% |
| YTD | +354.8% | -25.8% | +380.6% | +363.9% |
| 1Y | +358.3% | -34.3% | +392.5% | +369.4% |
| 3Y | +724.9% | -19.9% | +744.8% | +714.0% |
| All | +1,145.9% | -42.8% | +1,188.7% | +973.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACHR.
Daily Out/Under-Performance
Portfolio return minus ACHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACHR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded ACHR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling