+39.7%
HPQ vs ACHR
-44.3%
+84.0%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -5.7% | +10.6% | +5.5% |
| 7D | +2.2% | -2.7% | +4.9% | +2.4% |
| 30D | +9.7% | -12.1% | +21.9% | +10.9% |
| 3M | +32.7% | +3.4% | +29.3% | +31.2% |
| 6M | +77.7% | -15.6% | +93.4% | +78.7% |
| YTD | +51.0% | -26.9% | +77.8% | +53.3% |
| 1Y | +18.4% | -34.8% | +53.2% | +20.8% |
| 3Y | +25.6% | -19.2% | +44.8% | +18.3% |
| All | +39.7% | -44.3% | +84.0% | +10.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling