-45.3%
ACHR vs HDB
-31.9%
-13.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | -0.5% |
| 7D | -5.4% | -6.2% | +0.8% | -2.9% |
| 30D | -19.7% | -6.2% | -13.5% | -17.7% |
| 3M | +7.9% | -5.9% | +13.8% | +8.3% |
| 6M | -13.8% | -25.9% | +12.2% | -3.3% |
| YTD | -27.5% | -40.2% | +12.7% | -10.6% |
| 1Y | -33.9% | -38.0% | +4.1% | -20.0% |
| 3Y | -20.0% | -30.5% | +10.5% | -9.7% |
| 5Y | -44.0% | -38.1% | -5.9% | -37.9% |
| All | -45.3% | -31.9% | -13.5% | -40.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 10y: compounded portfolio wealth divided by compounded HDB 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…
10y analysis · Full analysis span regression · 6 months rolling