-42.7%
ACHR vs URI
+358.7%
-401.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.6% | -2.5% | -1.9% |
| 7D | -0.7% | -2.0% | +1.3% | +0.5% |
| 30D | +9.8% | -12.9% | +22.8% | +19.3% |
| 3M | -10.5% | -6.7% | -3.8% | -7.9% |
| 6M | -15.5% | +19.0% | -34.5% | -28.7% |
| YTD | -24.1% | +25.5% | -49.6% | -39.1% |
| 1Y | -32.4% | +5.5% | -38.0% | -38.4% |
| 3Y | -11.6% | +111.3% | -122.9% | -50.4% |
| 5Y | -42.9% | +198.6% | -241.5% | -75.1% |
| All | -42.7% | +358.7% | -401.5% | -74.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling