+112.1%
SOXL vs ACHR
-17.9%
+130.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.9% | -7.1% | -7.2% |
| 7D | +8.5% | -5.4% | +13.8% | +13.7% |
| 30D | -13.0% | -19.7% | +6.8% | +4.1% |
| 3M | -35.9% | +7.9% | -43.8% | -44.3% |
| 6M | +112.1% | -13.8% | +125.8% | +184.1% |
| All | +112.1% | -17.9% | +130.0% | +184.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling