-22.8%
ACHR vs HTZ
-94.2%
+71.4%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -8.0% | +5.9% | -0.1% |
| 7D | +14.0% | -27.5% | +41.6% | +22.4% |
| 30D | -5.0% | -21.9% | +16.8% | -0.6% |
| 3M | -24.8% | -29.2% | +4.5% | -21.3% |
| 6M | -27.3% | -75.2% | +47.9% | -3.9% |
| YTD | -37.4% | -70.8% | +33.5% | -23.4% |
| 1Y | -44.3% | -76.1% | +31.9% | -27.7% |
| 3Y | -5.2% | -82.5% | +77.3% | +11.0% |
| All | -22.8% | -94.2% | +71.4% | +43.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 HTZ 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