-42.7%
ACHR vs HIG
+233.1%
-275.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -0.5% |
| 7D | -0.7% | +0.3% | -1.0% | -0.8% |
| 30D | +9.8% | -3.2% | +13.0% | +10.8% |
| 3M | -10.5% | +9.1% | -19.6% | -14.2% |
| 6M | -15.5% | -1.8% | -13.8% | -15.7% |
| YTD | -24.1% | +1.8% | -25.8% | -25.4% |
| 1Y | -32.4% | +4.6% | -37.0% | -34.7% |
| 3Y | -11.6% | +101.6% | -113.2% | -34.4% |
| 5Y | -42.9% | +124.5% | -167.4% | -59.0% |
| All | -42.7% | +233.1% | -275.8% | -61.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling