-22.5%
ACHR vs UL
+36.1%
-58.6%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +1.1% | -8.0% | -6.9% |
| 7D | -9.2% | +1.1% | -10.4% | -9.2% |
| 30D | -1.0% | +4.5% | -5.5% | -1.0% |
| 3M | -42.2% | +6.5% | -48.7% | -42.2% |
| 6M | -38.2% | +18.2% | -56.4% | -38.5% |
| YTD | -46.4% | +4.7% | -51.1% | -45.9% |
| 1Y | -49.4% | +0.8% | -50.1% | -48.6% |
| 3Y | -22.5% | +35.9% | -58.4% | -37.1% |
| All | -22.5% | +36.1% | -58.6% | -37.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling