-27.7%
ACHR vs ACWI
+54.8%
-82.5%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | 0.0% | +14.8% | +14.8% |
| 7D | +5.7% | -2.4% | +8.1% | +11.6% |
| 30D | -4.9% | -5.2% | +0.3% | +8.0% |
| 3M | -15.1% | -4.8% | -10.3% | -4.3% |
| 6M | -30.7% | -1.3% | -29.4% | -26.9% |
| YTD | -41.0% | +8.4% | -49.3% | -49.2% |
| 1Y | -50.0% | +11.0% | -61.0% | -59.0% |
| 3Y | -17.0% | +70.6% | -87.6% | -70.6% |
| All | -27.7% | +54.8% | -82.5% | -66.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling