-10.1%
DIS vs ACHR
-32.2%
+22.1%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.9% | -1.7% |
| 7D | -2.6% | -0.7% | -1.9% | -2.5% |
| 30D | +3.5% | +9.8% | -6.3% | +2.5% |
| 3M | +6.8% | -10.5% | +17.3% | +7.7% |
| 6M | +3.0% | -15.5% | +18.5% | +3.7% |
| YTD | -6.7% | -24.1% | +17.3% | -5.6% |
| 1Y | -10.1% | -32.4% | +22.3% | -7.3% |
| All | -10.1% | -32.2% | +22.1% | -7.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling