-44.0%
ACHR vs HIG
+118.8%
-162.8%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -1.0% |
| 7D | -5.4% | -2.3% | -3.1% | -4.5% |
| 30D | -19.7% | -1.2% | -18.5% | -19.4% |
| 3M | +7.9% | +6.3% | +1.6% | +3.9% |
| 6M | -13.8% | +0.6% | -14.3% | -15.2% |
| YTD | -27.5% | +0.6% | -28.1% | -29.0% |
| 1Y | -33.9% | +6.1% | -40.0% | -37.6% |
| 3Y | -20.0% | +102.0% | -121.9% | -49.0% |
| 5Y | -44.0% | +119.2% | -163.2% | -67.3% |
| All | -44.0% | +118.8% | -162.8% | -67.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling