-34.3%
ACHR vs HRB
-6.2%
-28.1%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.5% | +1.9% | +2.5% |
| 7D | -2.3% | -8.0% | +5.8% | -3.7% |
| 30D | -11.3% | -16.0% | +4.7% | -14.0% |
| 3M | +5.3% | +26.9% | -21.6% | +9.5% |
| 6M | -13.2% | +51.1% | -64.3% | -9.1% |
| YTD | -25.8% | +7.1% | -32.9% | -24.7% |
| 1Y | -34.3% | -9.6% | -24.7% | -39.3% |
| All | -34.3% | -6.2% | -28.1% | -39.3% |
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