-25.1%
ALHC vs HRB
+112.6%
-137.8%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.5% | +5.9% | +0.6% |
| 7D | -1.0% | -9.1% | +8.1% | +0.7% |
| 30D | -6.3% | +0.3% | -6.6% | -6.6% |
| 3M | -12.3% | +23.4% | -35.7% | -16.4% |
| 6M | -27.0% | +45.1% | -72.1% | -33.1% |
| YTD | -31.8% | +8.9% | -40.7% | -33.6% |
| 1Y | -17.0% | -7.9% | -9.1% | -16.3% |
| 3Y | +159.8% | +27.9% | +131.9% | +133.0% |
| 5Y | -25.1% | +108.3% | -133.5% | -47.3% |
| All | -25.1% | +112.6% | -137.8% | -47.3% |
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