-42.9%
ACHR vs URI
+200.7%
-243.6%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.6% | -2.5% | -2.0% |
| 7D | -0.7% | -2.0% | +1.3% | +0.7% |
| 30D | +9.8% | -12.9% | +22.8% | +20.5% |
| 3M | -10.5% | -6.7% | -3.8% | -7.7% |
| 6M | -15.5% | +19.0% | -34.5% | -30.6% |
| YTD | -24.1% | +25.5% | -49.6% | -41.4% |
| 1Y | -32.4% | +5.5% | -38.0% | -39.5% |
| 3Y | -11.6% | +111.3% | -122.9% | -56.8% |
| All | -42.9% | +200.7% | -243.6% | -80.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling