-19.9%
ACHR vs AUR
+84.2%
-104.2%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AUR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.6% | +0.8% | +1.7% |
| 7D | -2.3% | +1.4% | -3.7% | -2.8% |
| 30D | -11.3% | -6.4% | -4.9% | -9.6% |
| 3M | +5.3% | +7.7% | -2.4% | +1.1% |
| 6M | -13.2% | +44.5% | -57.7% | -27.0% |
| YTD | -25.8% | +67.4% | -93.2% | -41.2% |
| 1Y | -34.3% | +15.4% | -49.7% | -39.6% |
| 3Y | -19.9% | +94.8% | -114.8% | -55.5% |
| All | -19.9% | +84.2% | -104.2% | -55.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AUR.
Daily Out/Under-Performance
Portfolio return minus AUR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AUR 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 3y: compounded portfolio wealth divided by compounded AUR 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…
3y analysis · Full analysis span regression · 6 months rolling