+41.6%
UBER vs ACHR
-45.0%
+86.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.4% | -3.6% | -1.7% |
| 7D | -5.4% | -2.3% | -3.1% | -5.0% |
| 30D | -4.9% | -11.3% | +6.4% | -3.1% |
| 3M | +3.0% | +5.3% | -2.2% | +0.6% |
| 6M | -4.4% | -13.2% | +8.8% | -3.8% |
| YTD | -12.3% | -25.8% | +13.5% | -10.0% |
| 1Y | -24.3% | -34.3% | +10.0% | -21.6% |
| 3Y | +46.4% | -19.9% | +66.4% | +29.1% |
| 5Y | +79.7% | -42.7% | +122.3% | +35.8% |
| All | +41.6% | -45.0% | +86.6% | -2.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACHR.
Daily Out/Under-Performance
Portfolio return minus ACHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACHR 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 10y: compounded portfolio wealth divided by compounded ACHR 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…
10y analysis · Full analysis span regression · 6 months rolling