-41.7%
ACHR vs SOXQ
+258.1%
-299.8%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -7.9% |
| 3M | +5.3% | -10.2% | +15.4% | +11.9% |
| 6M | -13.2% | +49.7% | -62.9% | -44.2% |
| YTD | -25.8% | +67.2% | -93.0% | -57.3% |
| 1Y | -34.3% | +98.0% | -132.3% | -67.8% |
| 3Y | -19.9% | +237.2% | -257.1% | -77.9% |
| All | -41.7% | +258.1% | -299.8% | -85.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling