-45.3%
ACHR vs NDAQ
+132.0%
-177.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.3% | +1.4% | +1.1% |
| 7D | -5.4% | -6.8% | +1.4% | +0.3% |
| 30D | -19.7% | -3.2% | -16.6% | -17.6% |
| 3M | +7.9% | +6.5% | +1.4% | +0.6% |
| 6M | -13.8% | +5.7% | -19.5% | -19.4% |
| YTD | -27.5% | -4.6% | -22.9% | -26.4% |
| 1Y | -33.9% | -1.6% | -32.4% | -35.2% |
| 3Y | -20.0% | +86.4% | -106.4% | -54.0% |
| 5Y | -44.0% | +50.3% | -94.3% | -64.4% |
| All | -45.3% | +132.0% | -177.4% | -73.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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