-51.3%
ACHR vs SUI
-5.1%
-46.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.8% | +4.0% | +3.6% |
| 7D | +18.0% | -2.4% | +20.4% | +19.3% |
| 30D | +3.6% | +3.3% | +0.3% | +0.9% |
| 3M | -28.4% | +0.7% | -29.1% | -29.4% |
| 6M | -25.7% | -4.1% | -21.6% | -25.8% |
| YTD | -35.4% | -1.8% | -33.6% | -36.5% |
| 1Y | -45.6% | -4.1% | -41.6% | -45.8% |
| 3Y | -2.2% | +17.4% | -19.6% | -16.9% |
| 5Y | -20.3% | -27.0% | +6.7% | -12.2% |
| All | -51.3% | -5.1% | -46.2% | -46.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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