-51.9%
ACHR vs Q
+75.4%
-127.3%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.7% | +0.8% | -0.2% |
| 7D | -5.4% | +4.1% | -9.5% | -7.1% |
| 30D | -19.7% | -10.7% | -9.0% | -16.1% |
| 3M | +7.9% | -11.7% | +19.6% | +11.1% |
| 6M | -13.8% | +8.3% | -22.1% | -21.5% |
| YTD | -27.5% | +51.3% | -78.8% | -46.9% |
| All | -51.9% | +75.4% | -127.3% | -62.3% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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