-55.7%
ALHC vs HRB
+195.8%
-251.5%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | 0.0% | +5.5% | +5.5% |
| 7D | +3.8% | -4.0% | +7.8% | +4.6% |
| 30D | +1.7% | +15.8% | -14.1% | -1.0% |
| 3M | -44.3% | +12.0% | -56.4% | -45.6% |
| 6M | -57.2% | +40.7% | -98.0% | -60.1% |
| YTD | -61.2% | +21.0% | -82.1% | -62.9% |
| 1Y | -53.2% | +11.7% | -64.8% | -54.5% |
| 3Y | +27.8% | +25.0% | +2.9% | +17.9% |
| 5Y | -65.4% | +141.0% | -206.4% | -73.7% |
| All | -55.7% | +195.8% | -251.5% | -68.1% |
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 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