-22.5%
ACHR vs URI
+153.1%
-175.6%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.3% | -5.6% | -6.2% |
| 7D | -9.2% | +6.7% | -16.0% | -12.5% |
| 30D | -1.0% | +8.9% | -9.8% | -5.7% |
| 3M | -42.2% | +0.5% | -42.7% | -42.6% |
| 6M | -38.2% | +20.7% | -58.8% | -46.3% |
| YTD | -46.4% | +40.0% | -86.4% | -60.2% |
| 1Y | -49.4% | +34.4% | -83.8% | -60.9% |
| 3Y | -22.5% | +149.5% | -172.0% | -66.3% |
| All | -22.5% | +153.1% | -175.6% | -66.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling