-27.7%
ACHR vs UAL
+109.3%
-137.0%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +2.0% | +12.7% | +13.6% |
| 7D | +5.7% | +8.2% | -2.4% | +1.1% |
| 30D | -4.9% | +2.3% | -7.3% | -6.3% |
| 3M | -15.1% | -12.7% | -2.4% | -9.1% |
| 6M | -30.7% | +12.7% | -43.4% | -36.4% |
| YTD | -41.0% | +0.8% | -41.8% | -43.3% |
| 1Y | -50.0% | +17.8% | -67.8% | -56.2% |
| 3Y | -17.0% | +206.7% | -223.7% | -61.0% |
| All | -27.7% | +109.3% | -137.0% | -60.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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