-56.9%
ACHR vs URI
+33.3%
-90.2%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.4% | +4.1% | +0.8% |
| 7D | -5.1% | -4.3% | -0.7% | -4.0% |
| 30D | -12.7% | +4.6% | -17.3% | -13.6% |
| 3M | -22.4% | -2.1% | -20.3% | -22.2% |
| 6M | -28.6% | +21.9% | -50.5% | -32.8% |
| YTD | -45.2% | +39.7% | -84.9% | -55.7% |
| 1Y | -56.9% | +32.9% | -89.8% | -61.0% |
| All | -56.9% | +33.3% | -90.2% | -61.0% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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