-45.4%
ACHR vs SOXQ
+279.9%
-325.4%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.6% | +1.7% | +1.4% |
| 7D | -5.4% | +2.3% | -7.7% | -7.4% |
| 30D | -19.7% | -3.9% | -15.8% | -17.5% |
| 3M | +7.9% | -4.7% | +12.6% | +8.3% |
| 6M | -13.8% | +47.9% | -61.7% | -43.6% |
| YTD | -27.5% | +64.3% | -91.9% | -57.3% |
| 1Y | -33.9% | +95.7% | -129.6% | -66.9% |
| 3Y | -20.0% | +231.5% | -251.5% | -76.9% |
| 5Y | -44.0% | +255.0% | -299.0% | -85.0% |
| All | -45.4% | +279.9% | -325.4% | -85.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling