-30.5%
ACHR vs HIG
+110.6%
-141.2%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +0.4% | -7.4% | -7.1% |
| 7D | -9.2% | +2.6% | -11.8% | -10.1% |
| 30D | -1.0% | +4.2% | -5.2% | -2.9% |
| 3M | -42.2% | +0.2% | -42.4% | -42.6% |
| 6M | -38.2% | +4.6% | -42.8% | -40.7% |
| YTD | -46.4% | +1.1% | -47.5% | -47.8% |
| 1Y | -49.4% | +4.7% | -54.1% | -51.8% |
| 3Y | -22.5% | +95.5% | -118.0% | -49.9% |
| All | -30.5% | +110.6% | -141.2% | -57.4% |
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