-43.8%
ACHR vs UL
+19.6%
-63.4%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -1.7% | -4.0% | -5.2% |
| 7D | -2.7% | -3.2% | +0.6% | -1.8% |
| 30D | -12.1% | -0.6% | -11.6% | -12.0% |
| 3M | +3.4% | +9.4% | -6.1% | +0.2% |
| 6M | -15.6% | -4.1% | -11.5% | -14.6% |
| YTD | -26.9% | -2.0% | -24.9% | -26.8% |
| 1Y | -34.8% | -9.0% | -25.8% | -33.1% |
| 3Y | -19.2% | +21.8% | -41.1% | -29.6% |
| 5Y | -43.8% | +20.6% | -64.4% | -51.6% |
| All | -43.8% | +19.6% | -63.4% | -51.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling