-41.5%
ACHR vs SUI
-6.5%
-35.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.5% | +3.6% | +2.9% |
| 7D | +4.9% | -3.1% | +8.0% | +6.7% |
| 30D | +4.3% | -2.3% | +6.6% | +5.4% |
| 3M | +1.7% | -2.8% | +4.6% | +1.6% |
| 6M | -6.9% | -12.4% | +5.5% | -0.9% |
| YTD | -22.5% | -3.3% | -19.2% | -22.5% |
| 1Y | -31.5% | -5.8% | -25.7% | -30.6% |
| 3Y | -14.4% | +12.5% | -26.9% | -24.8% |
| 5Y | -41.6% | -32.9% | -8.8% | -34.3% |
| All | -41.5% | -6.5% | -35.0% | -35.0% |
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