-56.9%
ACHR vs UL
+1.7%
-58.6%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.3% | -3.5% | +0.4% |
| 7D | -5.1% | +4.7% | -9.7% | -4.2% |
| 30D | -12.7% | +11.6% | -24.3% | -11.0% |
| 3M | -22.4% | +5.3% | -27.7% | -21.7% |
| 6M | -28.6% | +16.0% | -44.6% | -25.7% |
| YTD | -45.2% | +5.0% | -50.2% | -43.5% |
| 1Y | -56.9% | +1.1% | -58.0% | -55.8% |
| All | -56.9% | +1.7% | -58.6% | -55.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 1y: compounded portfolio wealth divided by compounded UL 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…
1y analysis · Full analysis span regression · 6 months rolling