+43.4%
SMH vs ACHR
-58.8%
+102.2%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.2% | -2.5% | -2.7% |
| 7D | -11.2% | -5.1% | -6.1% | -9.9% |
| 30D | -20.4% | -12.7% | -7.7% | -17.8% |
| 3M | -12.4% | -22.4% | +10.0% | -8.3% |
| 6M | -0.5% | -28.6% | +28.1% | +6.5% |
| YTD | +40.0% | -45.2% | +85.2% | +55.2% |
| 1Y | +43.4% | -56.9% | +100.3% | +66.4% |
| All | +43.4% | -58.8% | +102.2% | +66.4% |
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 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