+10.9%
QCOM vs ACHR
-32.1%
+43.0%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.1% | +1.1% | +2.7% |
| 7D | +5.1% | +4.9% | +0.2% | +3.9% |
| 30D | +4.3% | +4.3% | 0.0% | +2.3% |
| 3M | -19.6% | +1.7% | -21.4% | -21.0% |
| 6M | +29.5% | -6.9% | +36.3% | +29.6% |
| YTD | +3.4% | -22.5% | +25.8% | +6.2% |
| 1Y | +10.9% | -31.5% | +42.4% | +21.8% |
| All | +10.9% | -32.1% | +43.0% | +21.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling