-42.7%
ACHR vs HDB
-27.7%
-15.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.4% | -0.7% |
| 7D | -0.7% | +0.4% | -1.1% | -0.9% |
| 30D | +9.8% | -2.8% | +12.6% | +10.9% |
| 3M | -10.5% | -3.5% | -7.0% | -10.8% |
| 6M | -15.5% | -24.7% | +9.2% | -5.6% |
| YTD | -24.1% | -36.6% | +12.5% | -8.5% |
| 1Y | -32.4% | -34.4% | +1.9% | -20.0% |
| 3Y | -11.6% | -24.4% | +12.8% | -3.6% |
| 5Y | -42.9% | -35.4% | -7.5% | -38.0% |
| All | -42.7% | -27.7% | -15.1% | -39.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling