+59.8%
UBER vs ACHR
-29.8%
+89.6%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -6.9% | +7.8% | +2.1% |
| 7D | +1.6% | -9.2% | +10.8% | +3.2% |
| 30D | +0.6% | -1.0% | +1.6% | +0.2% |
| 3M | -8.2% | -42.2% | +34.0% | +0.5% |
| 6M | -6.7% | -38.2% | +31.5% | -0.8% |
| YTD | -14.7% | -46.4% | +31.7% | -7.9% |
| 1Y | -24.1% | -49.4% | +25.3% | -17.3% |
| 3Y | +33.4% | -22.5% | +55.9% | +16.1% |
| All | +59.8% | -29.8% | +89.6% | +3.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling