-43.8%
ACHR vs NDAQ
+52.5%
-96.3%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.9% | -4.8% | -4.9% |
| 7D | -2.7% | -1.6% | -1.1% | -1.4% |
| 30D | -12.1% | -1.5% | -10.7% | -11.1% |
| 3M | +3.4% | +8.0% | -4.7% | -5.0% |
| 6M | -15.6% | +7.7% | -23.4% | -22.6% |
| YTD | -26.9% | -2.3% | -24.5% | -27.2% |
| 1Y | -34.8% | +0.6% | -35.3% | -37.2% |
| 3Y | -19.2% | +90.9% | -110.2% | -56.0% |
| 5Y | -43.8% | +52.5% | -96.2% | -67.2% |
| All | -43.8% | +52.5% | -96.3% | -67.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling