-10.4%
ACHR vs HWM
+440.4%
-450.8%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.6% |
| 7D | -0.7% | -2.1% | +1.4% | +0.1% |
| 30D | +9.8% | -11.0% | +20.8% | +16.9% |
| 3M | -10.5% | +4.0% | -14.5% | -13.5% |
| 6M | -15.5% | -0.2% | -15.3% | -16.8% |
| YTD | -24.1% | +26.7% | -50.7% | -35.8% |
| 1Y | -32.4% | +44.7% | -77.1% | -47.3% |
| All | -10.4% | +440.4% | -450.8% | -66.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HWM.
Daily Out/Under-Performance
Portfolio return minus HWM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HWM 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 HWM 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