-42.7%
ACHR vs HWM
+880.3%
-923.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +16.6% |
| 3M | -10.5% | +4.0% | -14.5% | -13.4% |
| 6M | -15.5% | -0.2% | -15.3% | -16.7% |
| YTD | -24.1% | +26.7% | -50.7% | -35.1% |
| 1Y | -32.4% | +44.7% | -77.1% | -46.4% |
| 3Y | -11.6% | +426.1% | -437.7% | -65.3% |
| 5Y | -42.9% | +738.5% | -781.4% | -81.7% |
| All | -42.7% | +880.3% | -923.0% | -82.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling