-44.0%
ACHR vs HSY
+12.8%
-56.8%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.2% | -2.2% | -0.8% |
| 7D | -5.4% | -0.4% | -5.0% | -5.4% |
| 30D | -19.7% | -3.4% | -16.3% | -20.1% |
| 3M | +7.9% | -0.5% | +8.4% | +8.1% |
| 6M | -13.8% | -19.1% | +5.4% | -15.4% |
| YTD | -27.5% | -2.1% | -25.5% | -27.1% |
| 1Y | -33.9% | -3.2% | -30.7% | -33.6% |
| 3Y | -20.0% | -8.8% | -11.2% | -20.4% |
| 5Y | -44.0% | +13.0% | -56.9% | -46.7% |
| All | -44.0% | +12.8% | -56.8% | -46.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 HSY 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