-41.7%
ACHR vs QS
-74.9%
+33.2%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.9% | +0.5% | +1.6% |
| 7D | -2.3% | -3.6% | +1.4% | -0.7% |
| 30D | -11.3% | -17.2% | +6.0% | -4.0% |
| 3M | +5.3% | -27.0% | +32.3% | +19.3% |
| 6M | -13.2% | -24.6% | +11.4% | -3.3% |
| YTD | -25.8% | -49.3% | +23.5% | -2.9% |
| 1Y | -34.3% | -40.3% | +6.1% | -22.4% |
| 3Y | -19.9% | -23.8% | +3.9% | -30.2% |
| All | -41.7% | -74.9% | +33.2% | -39.8% |
Cumulative growth
Daily Returns
Daily percentage return beside QS.
Daily Out/Under-Performance
Portfolio return minus QS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QS 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 QS 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