-44.2%
ACHR vs AUR
-35.0%
-9.2%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AUR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.2% | -5.5% | -5.6% |
| 7D | -2.7% | +11.1% | -13.8% | -6.6% |
| 30D | -12.1% | -6.9% | -5.3% | -10.3% |
| 3M | +3.4% | +5.5% | -2.1% | +0.3% |
| 6M | -15.6% | +41.0% | -56.6% | -27.7% |
| YTD | -26.9% | +69.3% | -96.1% | -41.6% |
| 1Y | -34.8% | +14.0% | -48.8% | -39.2% |
| 3Y | -19.2% | +90.1% | -109.3% | -47.7% |
| 5Y | -43.8% | -34.4% | -9.4% | -59.1% |
| All | -44.2% | -35.0% | -9.2% | -59.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling