+193.0%
HOOD vs ACHR
-41.7%
+234.7%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +2.1% | -6.0% | -4.6% |
| 7D | +13.4% | +4.9% | +8.5% | +11.7% |
| 30D | +25.8% | +4.3% | +21.5% | +23.4% |
| 3M | +38.0% | +1.7% | +36.2% | +34.8% |
| 6M | +52.2% | -6.9% | +59.1% | +53.3% |
| YTD | +3.7% | -22.5% | +26.2% | +10.6% |
| 1Y | +0.1% | -31.5% | +31.5% | +9.2% |
| 3Y | +992.6% | -14.4% | +1,006.9% | +881.5% |
| 5Y | +193.0% | -41.6% | +234.6% | +85.8% |
| All | +193.0% | -41.7% | +234.7% | +85.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling