-14.4%
ACHR vs APA
+9.3%
-23.7%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.8% | +0.3% | +1.7% |
| 7D | +4.9% | -1.7% | +6.5% | +5.2% |
| 30D | +4.3% | +15.7% | -11.4% | +1.1% |
| 3M | +1.7% | +16.5% | -14.7% | -2.0% |
| 6M | -6.9% | +35.1% | -42.0% | -16.6% |
| YTD | -22.5% | +82.2% | -104.7% | -37.6% |
| 1Y | -31.5% | +102.5% | -134.0% | -47.2% |
| 3Y | -14.4% | +10.3% | -24.7% | -33.1% |
| All | -14.4% | +9.3% | -23.7% | -33.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling