-41.7%
ACHR vs SU
+348.9%
-390.6%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.1% | +2.5% | +2.4% |
| 7D | -2.3% | +2.2% | -4.5% | -3.0% |
| 30D | -11.3% | +8.4% | -19.7% | -13.7% |
| 3M | +5.3% | +12.1% | -6.8% | +0.5% |
| 6M | -13.2% | +19.7% | -32.9% | -20.3% |
| YTD | -25.8% | +58.4% | -84.2% | -39.1% |
| 1Y | -34.3% | +67.2% | -101.5% | -47.3% |
| 3Y | -19.9% | +125.0% | -145.0% | -45.0% |
| All | -41.7% | +348.9% | -390.6% | -63.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 5y: compounded portfolio wealth divided by compounded SU 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…
5y analysis · Full analysis span regression · 6 months rolling