-25.3%
ACHR vs SUI
-27.1%
+1.8%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.9% | -0.7% | -10.2% | -10.5% |
| 7D | +11.9% | -3.8% | +15.7% | +14.3% |
| 30D | -2.5% | +3.9% | -6.4% | -5.6% |
| 3M | -31.2% | +0.2% | -31.4% | -32.0% |
| 6M | -32.2% | -4.2% | -28.1% | -32.4% |
| YTD | -42.4% | -2.5% | -39.9% | -43.3% |
| 1Y | -49.9% | -4.0% | -45.9% | -50.2% |
| 3Y | -12.9% | +16.5% | -29.4% | -27.7% |
| All | -25.3% | -27.1% | +1.8% | -10.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling