+231.1%
HOOD vs ACHR
-44.4%
+275.5%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -5.7% | +3.9% | +0.1% |
| 7D | +7.7% | -2.7% | +10.4% | +8.7% |
| 30D | +22.0% | -12.1% | +34.1% | +26.9% |
| 3M | +37.6% | +3.4% | +34.2% | +33.8% |
| 6M | +45.3% | -15.6% | +60.9% | +51.1% |
| YTD | +1.9% | -26.9% | +28.8% | +10.8% |
| 1Y | -2.7% | -34.8% | +32.0% | +7.9% |
| 3Y | +973.4% | -19.2% | +992.6% | +883.2% |
| 5Y | +179.3% | -43.8% | +223.0% | +79.8% |
| All | +231.1% | -44.4% | +275.5% | +119.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACHR.
Daily Out/Under-Performance
Portfolio return minus ACHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACHR 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 ACHR 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