+111.9%
HAL vs ACHR
-44.8%
+156.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -5.7% | +6.6% | +1.3% |
| 7D | -1.3% | -2.7% | +1.3% | -1.2% |
| 30D | +10.9% | -12.1% | +23.0% | +11.7% |
| 3M | -5.8% | +3.4% | -9.2% | -6.7% |
| 6M | +8.1% | -15.6% | +23.8% | +8.4% |
| YTD | +33.2% | -26.9% | +60.1% | +34.7% |
| 1Y | +74.2% | -34.8% | +108.9% | +76.3% |
| 3Y | -3.7% | -19.2% | +15.5% | -7.9% |
| 5Y | +111.9% | -43.8% | +155.6% | +88.0% |
| All | +111.9% | -44.8% | +156.7% | +88.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACHR.
Daily Out/Under-Performance
Portfolio return minus ACHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACHR 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 ACHR 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