-55.5%
ACHR vs URI
+379.5%
-435.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +1.1% | +13.6% | +14.0% |
| 7D | +5.7% | -9.8% | +15.5% | +12.6% |
| 30D | -4.9% | +1.7% | -6.7% | -5.9% |
| 3M | -15.1% | -9.1% | -6.1% | -10.7% |
| 6M | -30.7% | +9.9% | -40.6% | -36.5% |
| YTD | -41.0% | +31.2% | -72.2% | -54.2% |
| 1Y | -50.0% | +25.9% | -75.9% | -59.8% |
| 3Y | -17.0% | +147.4% | -164.4% | -58.0% |
| 5Y | -29.4% | +179.7% | -209.2% | -70.0% |
| All | -55.5% | +379.5% | -435.0% | -81.1% |
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 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