-59.6%
ACHR vs HRB
+285.2%
-344.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.4% | -5.5% | -6.9% |
| 7D | -9.2% | -5.1% | -4.1% | -9.1% |
| 30D | -1.0% | +8.7% | -9.7% | -1.5% |
| 3M | -42.2% | -5.4% | -36.8% | -42.2% |
| 6M | -38.2% | +41.6% | -79.8% | -40.1% |
| YTD | -46.4% | +18.7% | -65.1% | -46.9% |
| 1Y | -49.4% | +16.4% | -65.8% | -49.8% |
| 3Y | -22.5% | +22.0% | -44.5% | -26.7% |
| 5Y | -29.8% | +141.2% | -171.0% | -43.8% |
| All | -59.6% | +285.2% | -344.8% | -69.4% |
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 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