-42.9%
ACHR vs URA
+128.0%
-170.9%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.7% | -1.4% |
| 7D | -0.7% | +1.1% | -1.8% | -1.4% |
| 30D | +9.8% | +7.4% | +2.4% | +4.2% |
| 3M | -10.5% | -8.4% | -2.1% | -4.2% |
| 6M | -15.5% | -12.7% | -2.8% | -7.4% |
| YTD | -24.1% | +7.8% | -31.9% | -28.1% |
| 1Y | -32.4% | +19.5% | -51.9% | -39.8% |
| 3Y | -11.6% | +116.4% | -128.0% | -47.0% |
| All | -42.9% | +128.0% | -170.9% | -67.7% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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