-56.6%
ACHR vs APA
+256.5%
-313.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.9% | +2.0% | -12.9% | -11.3% |
| 7D | +11.9% | +9.6% | +2.3% | +9.9% |
| 30D | -2.5% | -0.2% | -2.3% | -2.6% |
| 3M | -31.2% | +19.8% | -51.0% | -33.9% |
| 6M | -32.2% | +30.1% | -62.3% | -36.4% |
| YTD | -42.4% | +100.4% | -142.8% | -52.3% |
| 1Y | -49.9% | +105.2% | -155.1% | -58.8% |
| 3Y | -12.9% | +44.6% | -57.5% | -26.7% |
| 5Y | -24.6% | +88.8% | -113.4% | -38.5% |
| All | -56.6% | +256.5% | -313.1% | -65.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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