-14.4%
ACHR vs HST
+68.6%
-83.0%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.1% | +2.0% | +2.0% |
| 7D | +4.9% | +2.0% | +2.9% | +3.2% |
| 30D | +4.3% | -5.2% | +9.5% | +8.2% |
| 3M | +1.7% | -6.2% | +8.0% | +5.1% |
| 6M | -6.9% | +20.4% | -27.3% | -23.8% |
| YTD | -22.5% | +30.6% | -53.1% | -41.2% |
| 1Y | -31.5% | +37.4% | -68.8% | -51.3% |
| 3Y | -14.4% | +66.1% | -80.5% | -54.8% |
| All | -14.4% | +68.6% | -83.0% | -54.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HST.
Daily Out/Under-Performance
Portfolio return minus HST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HST 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 HST 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