+44.5%
UBER vs ACHR
-42.6%
+87.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.1% | -5.6% | -3.9% |
| 7D | -2.8% | +4.9% | -7.7% | -3.7% |
| 30D | -2.5% | +4.3% | -6.8% | -3.7% |
| 3M | +4.4% | +1.7% | +2.6% | +2.6% |
| 6M | -2.7% | -6.9% | +4.2% | -3.3% |
| YTD | -10.5% | -22.5% | +12.0% | -8.9% |
| 1Y | -22.5% | -31.5% | +9.0% | -20.3% |
| 3Y | +54.8% | -14.4% | +69.2% | +34.7% |
| 5Y | +82.5% | -41.6% | +124.1% | +37.8% |
| All | +44.5% | -42.6% | +87.0% | -0.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling