-52.8%
ACHR vs URI
+401.9%
-454.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.1% | 0.0% | -0.8% |
| 7D | +14.0% | -6.0% | +20.0% | +18.6% |
| 30D | -5.0% | +4.6% | -9.6% | -7.5% |
| 3M | -24.8% | -2.7% | -22.1% | -23.9% |
| 6M | -27.3% | +18.4% | -45.7% | -36.4% |
| YTD | -37.4% | +37.4% | -74.7% | -52.7% |
| 1Y | -44.3% | +30.4% | -74.6% | -56.1% |
| 3Y | -5.2% | +147.9% | -153.1% | -51.9% |
| 5Y | -20.8% | +202.1% | -222.9% | -67.4% |
| All | -52.8% | +401.9% | -454.7% | -80.4% |
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