+176.1%
QLD vs ACHR
-12.6%
+188.6%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.5% |
| 7D | +0.6% | -0.7% | +1.3% | +0.7% |
| 30D | -0.1% | +9.8% | -9.9% | -2.8% |
| 3M | -8.4% | -10.5% | +2.1% | -7.4% |
| 6M | +32.2% | -15.5% | +47.7% | +34.7% |
| YTD | +28.9% | -24.1% | +53.0% | +33.1% |
| 1Y | +43.8% | -32.4% | +76.3% | +49.8% |
| All | +176.1% | -12.6% | +188.6% | +157.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling