-56.9%
ACHR vs EQH
+18.6%
-75.5%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.6% | -1.8% | -1.1% |
| 7D | -5.1% | +2.8% | -7.9% | -6.5% |
| 30D | -12.7% | +3.9% | -16.6% | -14.7% |
| 3M | -22.4% | +16.3% | -38.7% | -29.3% |
| 6M | -28.6% | +37.1% | -65.7% | -42.2% |
| YTD | -45.2% | +20.2% | -65.4% | -52.4% |
| 1Y | -56.9% | +17.9% | -74.8% | -62.2% |
| All | -56.9% | +18.6% | -75.5% | -62.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 1y: compounded portfolio wealth divided by compounded EQH 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…
1y analysis · Full analysis span regression · 6 months rolling