+14.7%
QLD vs ACHR
-58.8%
+73.5%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.2% | +2.1% | +2.0% |
| 7D | -9.4% | -5.1% | -4.3% | -7.9% |
| 30D | -17.1% | -12.7% | -4.3% | -13.8% |
| 3M | -10.4% | -22.4% | +12.0% | -5.1% |
| 6M | +0.7% | -28.6% | +29.3% | +9.3% |
| YTD | +17.7% | -45.2% | +63.0% | +32.3% |
| 1Y | +14.7% | -56.9% | +71.6% | +37.4% |
| All | +14.7% | -58.8% | +73.5% | +37.4% |
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