-45.3%
ACHR vs SU
+385.7%
-431.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.9% |
| 7D | -5.4% | +1.7% | -7.0% | -5.8% |
| 30D | -19.7% | +9.6% | -29.4% | -21.9% |
| 3M | +7.9% | +11.7% | -3.8% | +3.9% |
| 6M | -13.8% | +21.9% | -35.7% | -20.2% |
| YTD | -27.5% | +58.6% | -86.2% | -38.6% |
| 1Y | -33.9% | +66.5% | -100.5% | -45.0% |
| 3Y | -20.0% | +121.4% | -141.4% | -40.7% |
| 5Y | -44.0% | +355.7% | -399.7% | -61.6% |
| All | -45.3% | +385.7% | -431.0% | -62.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling