+142.9%
HOOD vs ACHR
-50.9%
+193.8%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +3.2% | +0.8% | +2.9% |
| 7D | -3.2% | +18.0% | -21.2% | -8.6% |
| 30D | -22.6% | +3.6% | -26.2% | -23.7% |
| 3M | -10.4% | -28.4% | +18.0% | -0.6% |
| 6M | +4.7% | -25.7% | +30.4% | +12.6% |
| YTD | -25.2% | -35.4% | +10.2% | -15.8% |
| 1Y | -35.9% | -45.6% | +9.7% | -23.8% |
| 3Y | +927.7% | -2.2% | +929.9% | +793.8% |
| 5Y | +147.5% | -20.3% | +167.9% | +68.2% |
| All | +142.9% | -50.9% | +193.8% | +67.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling