+139.4%
QQQM vs ACHR
-45.0%
+184.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.4% | -1.5% | +0.6% |
| 7D | -0.6% | -2.3% | +1.7% | -0.3% |
| 30D | -1.2% | -11.3% | +10.1% | 0.0% |
| 3M | -0.1% | +5.3% | -5.4% | -1.5% |
| 6M | +18.0% | -13.2% | +31.2% | +18.5% |
| YTD | +16.7% | -25.8% | +42.5% | +18.7% |
| 1Y | +23.0% | -34.3% | +57.3% | +25.6% |
| 3Y | +93.3% | -19.9% | +113.3% | +80.9% |
| 5Y | +96.3% | -42.7% | +138.9% | +67.7% |
| All | +139.4% | -45.0% | +184.4% | +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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling