-41.7%
ACHR vs APD
+22.2%
-63.9%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.8% | +3.1% | +2.8% |
| 7D | -2.3% | -3.3% | +1.0% | -0.4% |
| 30D | -11.3% | -4.2% | -7.1% | -9.0% |
| 3M | +5.3% | +5.4% | -0.2% | +1.9% |
| 6M | -13.2% | +6.3% | -19.5% | -17.0% |
| YTD | -25.8% | +20.3% | -46.1% | -34.8% |
| 1Y | -34.3% | +1.6% | -35.9% | -36.0% |
| 3Y | -19.9% | +4.0% | -23.9% | -23.6% |
| All | -41.7% | +22.2% | -63.9% | -57.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling