-42.7%
ACHR vs ACWI
+97.2%
-139.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.8% | -0.8% |
| 7D | -0.7% | +0.5% | -1.2% | -1.7% |
| 30D | +9.8% | +0.9% | +8.9% | +7.9% |
| 3M | -10.5% | +2.4% | -12.9% | -13.5% |
| 6M | -15.5% | +12.4% | -27.9% | -32.9% |
| YTD | -24.1% | +15.2% | -39.2% | -42.4% |
| 1Y | -32.4% | +22.7% | -55.1% | -54.6% |
| 3Y | -11.6% | +75.8% | -87.4% | -68.5% |
| 5Y | -42.9% | +67.7% | -110.6% | -77.4% |
| All | -42.7% | +97.2% | -139.9% | -81.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling