-10.4%
ACHR vs APD
+11.2%
-21.5%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -0.3% |
| 7D | -0.7% | -2.2% | +1.5% | +0.5% |
| 30D | +9.8% | +2.1% | +7.7% | +8.8% |
| 3M | -10.5% | +7.2% | -17.7% | -14.0% |
| 6M | -15.5% | +11.2% | -26.8% | -21.1% |
| YTD | -24.1% | +24.4% | -48.5% | -34.2% |
| 1Y | -32.4% | +6.7% | -39.1% | -35.4% |
| All | -10.4% | +11.2% | -21.5% | -17.0% |
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