-21.8%
ACHR vs HIG
+101.8%
-123.6%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -1.0% |
| 7D | -5.4% | -2.3% | -3.1% | -4.9% |
| 30D | -19.7% | -1.2% | -18.5% | -19.5% |
| 3M | +7.9% | +6.3% | +1.6% | +4.9% |
| 6M | -13.8% | +0.6% | -14.3% | -14.6% |
| YTD | -27.5% | +0.6% | -28.1% | -28.4% |
| 1Y | -33.9% | +6.1% | -40.0% | -36.8% |
| All | -21.8% | +101.8% | -123.6% | -48.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 3y: compounded portfolio wealth divided by compounded HIG 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…
3y analysis · Full analysis span regression · 6 months rolling