-43.1%
ACHR vs URI
+32.9%
-76.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +6.9% | +1.5% | +6.3% |
| 7D | +15.3% | -4.0% | +19.4% | +16.4% |
| 30D | -3.0% | +6.8% | -9.8% | -4.6% |
| 3M | -14.0% | -2.8% | -11.1% | -13.6% |
| 6M | -25.8% | +20.9% | -46.6% | -30.0% |
| YTD | -36.0% | +40.2% | -76.3% | -48.3% |
| All | -43.1% | +32.9% | -76.0% | -48.2% |
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