-20.8%
ACHR vs APA
+76.3%
-97.1%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.3% | -3.4% | -2.4% |
| 7D | +14.0% | -5.5% | +19.6% | +15.6% |
| 30D | -5.0% | -1.2% | -3.9% | -5.1% |
| 3M | -24.8% | +10.6% | -35.3% | -27.1% |
| 6M | -27.3% | +28.4% | -55.7% | -32.8% |
| YTD | -37.4% | +89.7% | -127.1% | -50.1% |
| 1Y | -44.3% | +90.6% | -134.9% | -55.7% |
| 3Y | -5.2% | +36.9% | -42.1% | -22.2% |
| 5Y | -20.8% | +83.2% | -104.1% | -40.6% |
| All | -20.8% | +76.3% | -97.1% | -40.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling