-4.6%
HD vs ACHR
-58.8%
+54.2%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -0.2% | +6.8% | +6.5% |
| 7D | +11.9% | -5.1% | +17.0% | +12.1% |
| 30D | +26.4% | -12.7% | +39.1% | +26.9% |
| 3M | +2.8% | -22.4% | +25.2% | +3.8% |
| 6M | +15.5% | -28.6% | +44.1% | +16.8% |
| YTD | +5.5% | -45.2% | +50.8% | +6.5% |
| 1Y | -4.6% | -56.9% | +52.3% | -3.0% |
| All | -4.6% | -58.8% | +54.2% | -3.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACHR.
Daily Out/Under-Performance
Portfolio return minus ACHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACHR 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 1y: compounded portfolio wealth divided by compounded ACHR 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…
1y analysis · Full analysis span regression · 6 months rolling