-19.9%
ACHR vs QSR
+25.8%
-45.7%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.6% | +1.8% | +2.1% |
| 7D | -2.3% | -4.0% | +1.7% | -0.6% |
| 30D | -11.3% | +2.8% | -14.0% | -12.4% |
| 3M | +5.3% | +5.1% | +0.2% | +2.0% |
| 6M | -13.2% | +8.8% | -22.0% | -19.0% |
| YTD | -25.8% | +14.8% | -40.6% | -33.4% |
| 1Y | -34.3% | +25.7% | -60.0% | -44.5% |
| 3Y | -19.9% | +27.5% | -47.5% | -39.8% |
| All | -19.9% | +25.8% | -45.7% | -39.8% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 3y: compounded portfolio wealth divided by compounded QSR 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…
3y analysis · Full analysis span regression · 6 months rolling