-42.7%
ACHR vs HRB
+277.9%
-320.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.0% | +3.1% | -0.7% |
| 7D | -0.7% | -5.7% | +5.0% | -0.4% |
| 30D | +9.8% | +7.9% | +1.9% | +9.3% |
| 3M | -10.5% | +32.1% | -42.6% | -12.4% |
| 6M | -15.5% | +62.2% | -77.8% | -19.6% |
| YTD | -24.1% | +16.4% | -40.5% | -24.6% |
| 1Y | -32.4% | -0.3% | -32.2% | -31.6% |
| 3Y | -11.6% | +36.0% | -47.6% | -18.2% |
| 5Y | -42.9% | +125.2% | -168.1% | -53.9% |
| All | -42.7% | +277.9% | -320.6% | -56.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling