+139.1%
QQQ vs ACHR
-45.8%
+184.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.7% | +5.4% | +0.4% |
| 7D | +1.0% | -2.7% | +3.7% | +1.3% |
| 30D | -0.6% | -12.1% | +11.5% | +0.6% |
| 3M | +1.3% | +3.4% | -2.1% | +0.1% |
| 6M | +18.1% | -15.6% | +33.8% | +19.0% |
| YTD | +16.9% | -26.9% | +43.7% | +19.1% |
| 1Y | +24.0% | -34.8% | +58.7% | +26.7% |
| 3Y | +95.6% | -19.2% | +114.9% | +82.7% |
| 5Y | +94.5% | -43.8% | +138.3% | +66.7% |
| All | +139.1% | -45.8% | +184.9% | +101.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling