-41.6%
ACHR vs HWM
+655.8%
-697.4%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -10.7% | +12.8% | +8.7% |
| 7D | +4.9% | -9.2% | +14.0% | +10.4% |
| 30D | +4.3% | -17.9% | +22.2% | +16.4% |
| 3M | +1.7% | -6.0% | +7.8% | +3.8% |
| 6M | -6.9% | -7.4% | +0.5% | -5.1% |
| YTD | -22.5% | +13.1% | -35.6% | -31.0% |
| 1Y | -31.5% | +29.3% | -60.8% | -44.2% |
| 3Y | -14.4% | +389.9% | -404.3% | -71.3% |
| 5Y | -41.6% | +655.5% | -697.2% | -85.3% |
| All | -41.6% | +655.8% | -697.4% | -85.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling