+228.7%
HL vs ACHR
-42.8%
+271.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.4% | -3.6% | -1.5% |
| 7D | -4.4% | -2.3% | -2.1% | -4.1% |
| 30D | +9.3% | -11.3% | +20.6% | +11.0% |
| 3M | +32.0% | +5.3% | +26.7% | +30.0% |
| 6M | -6.4% | -13.2% | +6.8% | -5.3% |
| YTD | +3.1% | -25.8% | +28.9% | +6.6% |
| 1Y | +77.6% | -34.3% | +111.8% | +84.7% |
| 3Y | +392.8% | -19.9% | +412.8% | +352.8% |
| All | +228.7% | -42.8% | +271.4% | +138.3% |
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