-19.9%
ACHR vs SOXQ
+232.9%
-252.8%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.8% | +0.6% | +1.0% |
| 7D | -2.3% | +0.8% | -3.0% | -2.9% |
| 30D | -11.3% | -4.6% | -6.7% | -8.2% |
| 3M | +5.3% | -10.2% | +15.4% | +11.3% |
| 6M | -13.2% | +49.7% | -62.9% | -42.2% |
| YTD | -25.8% | +67.2% | -93.0% | -55.4% |
| 1Y | -34.3% | +98.0% | -132.3% | -65.8% |
| 3Y | -19.9% | +237.2% | -257.1% | -75.9% |
| All | -19.9% | +232.9% | -252.8% | -75.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling