+1.9%
HON vs ACHR
-44.8%
+46.7%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.4% | -1.3% |
| 7D | -2.6% | -5.4% | +2.8% | -2.3% |
| 30D | -11.9% | -19.7% | +7.9% | -10.6% |
| 3M | -6.1% | +7.9% | -14.0% | -7.2% |
| 6M | -19.2% | -13.8% | -5.4% | -19.0% |
| YTD | +0.2% | -27.5% | +27.7% | +1.3% |
| 1Y | -1.5% | -33.9% | +32.4% | -0.4% |
| 3Y | +17.9% | -20.0% | +37.9% | +12.8% |
| 5Y | +1.9% | -44.0% | +45.9% | -11.8% |
| All | +1.9% | -44.8% | +46.7% | -11.8% |
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