-27.7%
ACHR vs HTZ
-95.4%
+67.7%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | -8.4% | +23.1% | +16.8% |
| 7D | +5.7% | -14.6% | +20.3% | +8.8% |
| 30D | -4.9% | -20.8% | +15.8% | -0.8% |
| 3M | -15.1% | -18.8% | +3.7% | -14.4% |
| 6M | -30.7% | -74.7% | +44.0% | -8.9% |
| YTD | -41.0% | -68.1% | +27.1% | -29.4% |
| 1Y | -50.0% | -73.5% | +23.5% | -37.2% |
| 3Y | -17.0% | -81.8% | +64.8% | -2.8% |
| All | -27.7% | -95.4% | +67.7% | +30.0% |
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