-52.8%
ACHR vs SUI
-4.3%
-48.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.2% | -1.6% |
| 7D | +14.0% | +3.4% | +10.6% | +11.8% |
| 30D | -5.0% | +4.6% | -9.6% | -8.1% |
| 3M | -24.8% | +1.6% | -26.4% | -26.1% |
| 6M | -27.3% | -3.5% | -23.9% | -27.7% |
| YTD | -37.4% | -1.0% | -36.4% | -38.7% |
| 1Y | -44.3% | -1.7% | -42.5% | -45.2% |
| 3Y | -5.2% | +18.4% | -23.6% | -19.8% |
| 5Y | -20.8% | -26.3% | +5.5% | -13.2% |
| All | -52.8% | -4.3% | -48.5% | -48.6% |
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