+41.9%
QLD vs ACHR
-32.1%
+73.9%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.1% | -2.3% | -0.7% |
| 7D | +3.0% | +4.9% | -1.9% | +1.7% |
| 30D | -1.8% | +4.3% | -6.1% | -3.9% |
| 3M | -1.8% | +1.7% | -3.5% | -4.0% |
| 6M | +36.9% | -6.9% | +43.8% | +36.2% |
| YTD | +28.7% | -22.5% | +51.2% | +31.2% |
| 1Y | +41.9% | -31.5% | +73.4% | +53.2% |
| All | +41.9% | -32.1% | +73.9% | +53.2% |
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