+9.2%
ACHR vs QQQI
+56.3%
-47.1%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | +0.9% |
| 7D | -5.4% | -1.0% | -4.3% | -3.3% |
| 30D | -19.7% | -0.6% | -19.2% | -18.7% |
| 3M | +7.9% | +3.4% | +4.6% | +1.3% |
| 6M | -13.8% | +10.6% | -24.4% | -28.1% |
| YTD | -27.5% | +10.3% | -37.8% | -39.2% |
| 1Y | -33.9% | +16.3% | -50.3% | -49.3% |
| All | +9.2% | +56.3% | -47.1% | -35.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling