-44.0%
ACHR vs HRB
+247.6%
-291.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.5% | +1.9% | +2.4% |
| 7D | -2.3% | -8.0% | +5.8% | -1.9% |
| 30D | -11.3% | -16.0% | +4.7% | -10.7% |
| 3M | +5.3% | +26.9% | -21.6% | +3.0% |
| 6M | -13.2% | +51.1% | -64.3% | -17.2% |
| YTD | -25.8% | +7.1% | -32.9% | -26.0% |
| 1Y | -34.3% | -9.6% | -24.7% | -33.1% |
| 3Y | -19.9% | +25.4% | -45.3% | -25.7% |
| 5Y | -42.7% | +114.9% | -157.6% | -53.7% |
| All | -44.0% | +247.6% | -291.6% | -57.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling