-44.1%
ACHR vs SOXQ
+286.7%
-330.8%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.8% | +0.6% | +0.8% |
| 7D | -2.3% | +0.8% | -3.0% | -3.0% |
| 30D | -11.3% | -4.6% | -6.7% | -8.0% |
| 3M | +5.3% | -10.2% | +15.4% | +11.9% |
| 6M | -13.2% | +49.7% | -62.9% | -43.8% |
| YTD | -25.8% | +67.2% | -93.0% | -56.9% |
| 1Y | -34.3% | +98.0% | -132.3% | -67.4% |
| 3Y | -19.9% | +237.2% | -257.1% | -77.3% |
| 5Y | -42.7% | +261.3% | -303.9% | -84.8% |
| All | -44.1% | +286.7% | -330.8% | -85.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling