+93.9%
QQQ vs ACHR
-44.8%
+138.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.2% | -1.0% |
| 7D | -1.3% | -5.4% | +4.1% | -0.6% |
| 30D | -1.4% | -19.7% | +18.4% | +1.0% |
| 3M | +2.3% | +7.9% | -5.6% | +0.5% |
| 6M | +16.9% | -13.8% | +30.6% | +17.5% |
| YTD | +15.6% | -27.5% | +43.2% | +17.9% |
| 1Y | +22.6% | -33.9% | +56.6% | +25.1% |
| 3Y | +93.5% | -20.0% | +113.5% | +81.1% |
| 5Y | +93.9% | -44.0% | +137.9% | +60.2% |
| All | +93.9% | -44.8% | +138.7% | +60.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling