-10.3%
DIS vs ACHR
-32.1%
+21.7%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.1% | -2.3% | -0.4% |
| 7D | -1.1% | +4.9% | -5.9% | -1.4% |
| 30D | +0.1% | +4.3% | -4.2% | -0.4% |
| 3M | +7.1% | +1.7% | +5.3% | +6.7% |
| 6M | +4.3% | -6.9% | +11.1% | +4.2% |
| YTD | -6.9% | -22.5% | +15.5% | -6.0% |
| 1Y | -10.3% | -31.5% | +21.2% | -8.6% |
| All | -10.3% | -32.1% | +21.7% | -8.6% |
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