-56.6%
ACHR vs URI
+418.4%
-474.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.9% | -1.0% | -9.9% | -10.3% |
| 7D | +11.9% | +9.3% | +2.6% | +6.1% |
| 30D | -2.5% | +7.6% | -10.1% | -6.6% |
| 3M | -31.2% | +1.0% | -32.2% | -32.0% |
| 6M | -32.2% | +19.8% | -52.1% | -41.0% |
| YTD | -42.4% | +41.9% | -84.3% | -57.3% |
| 1Y | -49.9% | +33.4% | -83.3% | -61.1% |
| 3Y | -12.9% | +156.0% | -168.9% | -56.7% |
| 5Y | -24.6% | +209.5% | -234.1% | -69.5% |
| All | -56.6% | +418.4% | -474.9% | -82.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling