-44.0%
ACHR vs HRB
+109.9%
-153.9%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.9% |
| 7D | -5.4% | -12.2% | +6.8% | -5.0% |
| 30D | -19.7% | -3.0% | -16.8% | -19.7% |
| 3M | +7.9% | +21.7% | -13.8% | +6.1% |
| 6M | -13.8% | +52.3% | -66.1% | -17.7% |
| YTD | -27.5% | +6.5% | -34.0% | -27.5% |
| 1Y | -33.9% | -6.7% | -27.3% | -33.0% |
| 3Y | -20.0% | +25.1% | -45.1% | -26.3% |
| 5Y | -44.0% | +113.8% | -157.8% | -57.1% |
| All | -44.0% | +109.9% | -153.9% | -57.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling