-32.4%
ACHR vs HUM
+31.0%
-63.4%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.4% | -0.7% |
| 7D | -0.7% | +4.2% | -4.8% | -1.4% |
| 30D | +9.8% | +10.4% | -0.6% | +7.6% |
| 3M | -10.5% | +15.1% | -25.6% | -13.3% |
| 6M | -15.5% | +120.9% | -136.5% | -31.1% |
| YTD | -24.1% | +57.9% | -82.0% | -33.4% |
| 1Y | -32.4% | +30.6% | -63.0% | -41.5% |
| All | -32.4% | +31.0% | -63.4% | -41.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HUM.
Daily Out/Under-Performance
Portfolio return minus HUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUM 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 1y: compounded portfolio wealth divided by compounded HUM 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…
1y analysis · Full analysis span regression · 6 months rolling