-41.5%
ACHR vs PRU
+103.4%
-144.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.2% | +4.3% | +3.7% |
| 7D | +4.9% | +1.9% | +2.9% | +3.3% |
| 30D | +4.3% | -0.4% | +4.7% | +4.6% |
| 3M | +1.7% | +16.4% | -14.7% | -9.8% |
| 6M | -6.9% | +26.0% | -32.9% | -22.7% |
| YTD | -22.5% | +9.9% | -32.4% | -28.7% |
| 1Y | -31.5% | +18.8% | -50.3% | -40.7% |
| 3Y | -14.4% | +45.3% | -59.7% | -34.8% |
| 5Y | -41.6% | +45.6% | -87.2% | -54.7% |
| All | -41.5% | +103.4% | -144.9% | -57.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 10y: compounded portfolio wealth divided by compounded PRU 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…
10y analysis · Full analysis span regression · 6 months rolling