-19.9%
ACHR vs HCA
+59.6%
-79.6%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.4% | +1.0% | +2.3% |
| 7D | -2.3% | +5.4% | -7.7% | -2.6% |
| 30D | -11.3% | +3.0% | -14.3% | -11.4% |
| 3M | +5.3% | +13.0% | -7.7% | +4.2% |
| 6M | -13.2% | -20.3% | +7.0% | -9.6% |
| YTD | -25.8% | -8.2% | -17.6% | -24.7% |
| 1Y | -34.3% | +6.7% | -41.0% | -35.6% |
| 3Y | -19.9% | +60.4% | -80.3% | -42.5% |
| All | -19.9% | +59.6% | -79.6% | -42.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HCA.
Daily Out/Under-Performance
Portfolio return minus HCA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HCA 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 3y: compounded portfolio wealth divided by compounded HCA 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…
3y analysis · Full analysis span regression · 6 months rolling