+90.4%
HAL vs ACHR
-60.3%
+150.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -6.9% | +10.0% | +3.6% |
| 7D | +6.1% | -9.2% | +15.3% | +6.7% |
| 30D | +2.9% | -1.0% | +3.9% | +2.7% |
| 3M | +3.3% | -42.2% | +45.5% | +6.8% |
| 6M | -16.9% | -38.2% | +21.3% | -15.0% |
| YTD | +21.2% | -46.4% | +67.6% | +24.7% |
| 1Y | +27.5% | -49.4% | +76.9% | +31.6% |
| 3Y | -6.4% | -22.5% | +16.1% | -10.3% |
| 5Y | +58.0% | -29.8% | +87.8% | +45.4% |
| All | +90.4% | -60.3% | +150.7% | +57.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling