-44.0%
ACHR vs SPXU
-92.8%
+48.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.4% | +4.8% | +0.7% |
| 7D | -2.3% | +2.5% | -4.8% | -0.5% |
| 30D | -11.3% | +4.2% | -15.5% | -8.2% |
| 3M | +5.3% | -9.3% | +14.5% | +1.1% |
| 6M | -13.2% | -30.7% | +17.5% | -27.5% |
| YTD | -25.8% | -28.1% | +2.3% | -35.5% |
| 1Y | -34.3% | -35.2% | +1.0% | -44.9% |
| 3Y | -19.9% | -79.9% | +60.0% | -57.0% |
| 5Y | -42.7% | -86.4% | +43.7% | -66.3% |
| All | -44.0% | -92.8% | +48.8% | -74.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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