-44.8%
ACHR vs QSR
+51.0%
-95.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -1.6% | -4.1% | -4.7% |
| 7D | -2.7% | -2.4% | -0.3% | -1.3% |
| 30D | -12.1% | +5.7% | -17.8% | -15.3% |
| 3M | +3.4% | +6.9% | -3.6% | -2.3% |
| 6M | -15.6% | +6.9% | -22.5% | -21.6% |
| YTD | -26.9% | +14.9% | -41.8% | -35.9% |
| 1Y | -34.8% | +29.1% | -63.9% | -47.8% |
| 3Y | -19.2% | +26.1% | -45.4% | -36.3% |
| 5Y | -43.8% | +42.3% | -86.1% | -64.0% |
| All | -44.8% | +51.0% | -95.8% | -66.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling