-56.9%
ACHR vs HRB
+16.9%
-73.8%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.4% | -4.6% | +0.4% |
| 7D | -5.1% | +16.0% | -21.1% | -3.0% |
| 30D | -12.7% | +32.1% | -44.8% | -9.2% |
| 3M | -22.4% | +21.5% | -43.9% | -19.8% |
| 6M | -28.6% | +82.1% | -110.7% | -24.8% |
| YTD | -45.2% | +31.6% | -76.8% | -38.3% |
| 1Y | -56.9% | +15.9% | -72.8% | -47.4% |
| All | -56.9% | +16.9% | -73.8% | -47.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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