-49.4%
ACHR vs URI
+31.9%
-81.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.3% | -5.6% | -6.5% |
| 7D | -9.2% | +6.7% | -16.0% | -10.8% |
| 30D | -1.0% | +8.9% | -9.8% | -2.9% |
| 3M | -42.2% | +0.5% | -42.7% | -42.3% |
| 6M | -38.2% | +20.7% | -58.8% | -41.5% |
| YTD | -46.4% | +40.0% | -86.4% | -56.2% |
| 1Y | -49.4% | +34.4% | -83.8% | -56.2% |
| All | -49.4% | +31.9% | -81.3% | -56.2% |
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