-42.7%
ACHR vs UL
+18.4%
-61.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.9% |
| 7D | -0.7% | -1.3% | +0.6% | -0.4% |
| 30D | +9.8% | +0.5% | +9.3% | +9.7% |
| 3M | -10.5% | +17.6% | -28.1% | -14.7% |
| 6M | -15.5% | -5.4% | -10.2% | -14.1% |
| YTD | -24.1% | +0.7% | -24.8% | -24.5% |
| 1Y | -32.4% | -9.3% | -23.2% | -30.6% |
| 3Y | -11.6% | +24.5% | -36.1% | -21.2% |
| 5Y | -42.9% | +23.2% | -66.1% | -51.7% |
| All | -42.7% | +18.4% | -61.1% | -50.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling