+129.2%
HPE vs ACHR
-32.2%
+161.4%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.9% | -3.6% | -4.3% |
| 7D | -0.6% | -0.7% | +0.1% | -0.4% |
| 30D | -2.3% | +9.8% | -12.1% | -4.8% |
| 3M | -2.9% | -10.5% | +7.6% | -2.0% |
| 6M | +143.6% | -15.5% | +159.1% | +146.0% |
| YTD | +118.5% | -24.1% | +142.6% | +122.7% |
| 1Y | +129.2% | -32.4% | +161.6% | +156.0% |
| All | +129.2% | -32.2% | +161.4% | +156.0% |
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