-16.7%
ACHR vs ACWI
+75.0%
-91.8%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.9% | -0.6% | -10.3% | -9.4% |
| 7D | +11.9% | +2.7% | +9.2% | +4.9% |
| 30D | -2.5% | -2.6% | +0.1% | +5.0% |
| 3M | -31.2% | -3.2% | -28.0% | -24.5% |
| 6M | -32.2% | +1.9% | -34.1% | -33.8% |
| YTD | -42.4% | +11.3% | -53.8% | -54.7% |
| 1Y | -49.9% | +11.7% | -61.6% | -60.7% |
| All | -16.7% | +75.0% | -91.8% | -81.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 3y: compounded portfolio wealth divided by compounded ACWI 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…
3y analysis · Full analysis span regression · 6 months rolling