-27.7%
ACHR vs HAS
+50.4%
-78.1%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | -0.5% | +15.3% | +15.0% |
| 7D | +5.7% | -0.2% | +5.9% | +5.8% |
| 30D | -4.9% | +31.0% | -36.0% | -20.0% |
| 3M | -15.1% | +30.7% | -45.8% | -28.3% |
| 6M | -30.7% | +23.9% | -54.6% | -40.4% |
| YTD | -41.0% | +48.3% | -89.3% | -55.6% |
| 1Y | -50.0% | +60.2% | -110.2% | -64.4% |
| 3Y | -17.0% | +189.2% | -206.2% | -62.0% |
| All | -27.7% | +50.4% | -78.1% | -42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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