+20.7%
XLK vs ACHR
-58.8%
+79.5%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | 0.0% |
| 7D | -7.6% | -5.1% | -2.5% | -6.6% |
| 30D | -12.2% | -12.7% | +0.6% | -9.9% |
| 3M | -5.5% | -22.4% | +17.0% | -2.0% |
| 6M | +9.2% | -28.6% | +37.8% | +14.8% |
| YTD | +23.0% | -45.2% | +68.2% | +32.3% |
| 1Y | +20.7% | -56.9% | +77.6% | +34.4% |
| All | +20.7% | -58.8% | +79.5% | +34.4% |
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