+81.9%
UBER vs ACHR
-44.8%
+126.7%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.9% | +3.0% | +2.2% |
| 7D | -4.5% | -5.4% | +0.9% | -3.5% |
| 30D | -7.6% | -19.7% | +12.1% | -4.1% |
| 3M | +5.8% | +7.9% | -2.2% | +2.9% |
| 6M | +0.3% | -13.8% | +14.0% | +1.0% |
| YTD | -11.2% | -27.5% | +16.3% | -8.5% |
| 1Y | -23.0% | -33.9% | +11.0% | -20.3% |
| 3Y | +53.6% | -20.0% | +73.6% | +35.8% |
| 5Y | +81.9% | -44.0% | +125.9% | +30.5% |
| All | +81.9% | -44.8% | +126.7% | +30.5% |
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