-42.7%
ACHR vs HAS
+23.3%
-66.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.6% |
| 7D | -0.7% | -1.8% | +1.1% | +0.3% |
| 30D | +9.8% | +2.3% | +7.5% | +8.8% |
| 3M | -10.5% | +10.4% | -20.9% | -15.9% |
| 6M | -15.5% | -3.2% | -12.3% | -14.9% |
| YTD | -24.1% | +15.4% | -39.5% | -31.9% |
| 1Y | -32.4% | +18.8% | -51.2% | -40.8% |
| 3Y | -11.6% | +43.9% | -55.5% | -33.7% |
| 5Y | -42.9% | +13.9% | -56.8% | -52.4% |
| All | -42.7% | +23.3% | -66.0% | -54.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling