-44.0%
ACHR vs APO
+196.5%
-240.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.8% | +1.5% | +1.8% |
| 7D | -2.3% | -3.5% | +1.2% | +0.4% |
| 30D | -11.3% | -6.6% | -4.7% | -6.4% |
| 3M | +5.3% | -3.3% | +8.6% | +8.4% |
| 6M | -13.2% | +22.6% | -35.8% | -26.4% |
| YTD | -25.8% | -9.8% | -16.0% | -21.1% |
| 1Y | -34.3% | -3.9% | -30.4% | -33.7% |
| 3Y | -19.9% | +52.5% | -72.4% | -40.1% |
| 5Y | -42.7% | +134.0% | -176.7% | -68.4% |
| All | -44.0% | +196.5% | -240.5% | -71.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 APO 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