-17.0%
ACHR vs APD
+11.7%
-28.7%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | -1.5% | +16.2% | +15.5% |
| 7D | +5.7% | -3.7% | +9.4% | +7.6% |
| 30D | -4.9% | +9.6% | -14.5% | -9.4% |
| 3M | -15.1% | +1.6% | -16.7% | -15.8% |
| 6M | -30.7% | +2.2% | -32.9% | -31.7% |
| YTD | -41.0% | +25.9% | -66.8% | -48.5% |
| 1Y | -50.0% | +20.1% | -70.1% | -55.4% |
| 3Y | -17.0% | +12.4% | -29.4% | -23.8% |
| All | -17.0% | +11.7% | -28.7% | -23.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling