-42.7%
ACHR vs SPXU
-93.0%
+50.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.3% | -2.1% | 0.0% |
| 7D | -0.7% | -0.1% | -0.6% | -0.6% |
| 30D | +9.8% | +0.8% | +9.0% | +11.0% |
| 3M | -10.5% | -4.7% | -5.8% | -10.2% |
| 6M | -15.5% | -29.6% | +14.1% | -28.6% |
| YTD | -24.1% | -29.9% | +5.8% | -35.1% |
| 1Y | -32.4% | -39.1% | +6.7% | -45.6% |
| 3Y | -11.6% | -80.0% | +68.4% | -52.7% |
| 5Y | -42.9% | -86.0% | +43.1% | -66.5% |
| All | -42.7% | -93.0% | +50.3% | -74.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling