-13.8%
ACHR vs QQQI
+10.6%
-24.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | +1.1% |
| 7D | -5.4% | -1.0% | -4.3% | -3.2% |
| 30D | -19.7% | -0.6% | -19.2% | -18.6% |
| 3M | +7.9% | +3.4% | +4.6% | -1.1% |
| 6M | -13.8% | +10.6% | -24.4% | -29.4% |
| All | -13.8% | +10.6% | -24.3% | -29.4% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 6mo: compounded portfolio wealth divided by compounded QQQI 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…
6mo analysis · Full analysis span regression · 6 months rolling