-24.7%
ALHC vs HRB
+161.8%
-186.6%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.6% | -1.6% | -2.9% |
| 7D | -4.1% | -10.6% | +6.5% | -2.3% |
| 30D | -5.4% | -0.8% | -4.6% | -5.5% |
| 3M | -32.1% | +19.1% | -51.2% | -34.7% |
| 6M | -28.5% | +48.7% | -77.2% | -34.4% |
| YTD | -34.0% | +7.1% | -41.1% | -35.5% |
| 1Y | -20.9% | -8.3% | -12.6% | -20.4% |
| 3Y | +151.5% | +25.8% | +125.7% | +129.4% |
| 5Y | -28.8% | +111.1% | -139.9% | -44.9% |
| All | -24.7% | +161.8% | -186.6% | -44.5% |
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 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