+37.0%
HPQ vs ACHR
-19.6%
+56.6%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +2.4% | +6.0% | +8.2% |
| 7D | +9.8% | -2.3% | +12.0% | +9.9% |
| 30D | +22.4% | -11.3% | +33.6% | +23.7% |
| 3M | +45.2% | +5.3% | +39.9% | +43.4% |
| 6M | +96.4% | -13.2% | +109.6% | +97.3% |
| YTD | +65.4% | -25.8% | +91.2% | +68.0% |
| 1Y | +31.6% | -34.3% | +65.8% | +34.6% |
| 3Y | +37.0% | -19.9% | +57.0% | +28.9% |
| All | +37.0% | -19.6% | +56.6% | +28.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling