-41.7%
ACHR vs HBM
+327.6%
-369.3%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.5% | +2.9% | +2.6% |
| 7D | -2.3% | -3.3% | +1.0% | -1.1% |
| 30D | -11.3% | -4.8% | -6.5% | -10.1% |
| 3M | +5.3% | -0.4% | +5.7% | +3.9% |
| 6M | -13.2% | +17.9% | -31.1% | -20.6% |
| YTD | -25.8% | +33.7% | -59.5% | -36.3% |
| 1Y | -34.3% | +95.6% | -129.9% | -51.8% |
| 3Y | -19.9% | +458.1% | -478.1% | -62.6% |
| All | -41.7% | +327.6% | -369.3% | -70.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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