-56.9%
ACHR vs SOXQ
+45.5%
-102.4%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.1% | +2.9% | +1.8% |
| 7D | -5.1% | -12.1% | +7.0% | +3.1% |
| 30D | -12.7% | -22.0% | +9.3% | +2.5% |
| 3M | -22.4% | -15.6% | -6.8% | -14.3% |
| 6M | -28.6% | -2.4% | -26.2% | -32.8% |
| YTD | -45.2% | +45.4% | -90.6% | -65.3% |
| 1Y | -56.9% | +47.7% | -104.6% | -73.5% |
| All | -56.9% | +45.5% | -102.4% | -73.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 1y: compounded portfolio wealth divided by compounded SOXQ 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…
1y analysis · Full analysis span regression · 6 months rolling