-59.6%
ACHR vs APD
+37.1%
-96.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +0.1% | -7.0% | -7.0% |
| 7D | -9.2% | +3.8% | -13.1% | -11.0% |
| 30D | -1.0% | +8.2% | -9.2% | -5.2% |
| 3M | -42.2% | +4.3% | -46.5% | -43.6% |
| 6M | -38.2% | +4.7% | -42.9% | -40.0% |
| YTD | -46.4% | +31.5% | -78.0% | -54.8% |
| 1Y | -49.4% | +23.5% | -72.9% | -55.9% |
| 3Y | -22.5% | +29.1% | -51.6% | -34.1% |
| 5Y | -29.8% | +15.9% | -45.7% | -44.1% |
| All | -59.6% | +37.1% | -96.7% | -69.1% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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