+247.9%
SOXX vs ACHR
-42.8%
+290.7%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.4% | -0.5% | +1.4% |
| 7D | +1.4% | -2.3% | +3.7% | +1.8% |
| 30D | -3.6% | -11.3% | +7.7% | -1.7% |
| 3M | -10.2% | +5.3% | -15.4% | -12.0% |
| 6M | +54.2% | -13.2% | +67.5% | +56.0% |
| YTD | +75.2% | -25.8% | +101.0% | +80.9% |
| 1Y | +107.5% | -34.3% | +141.8% | +116.2% |
| 3Y | +226.8% | -19.9% | +246.7% | +202.1% |
| All | +247.9% | -42.8% | +290.7% | +170.3% |
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