-43.8%
ACHR vs APO
+136.0%
-179.8%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.6% | -5.0% | -5.2% |
| 7D | -2.7% | -1.0% | -1.7% | -1.9% |
| 30D | -12.1% | -0.4% | -11.8% | -11.4% |
| 3M | +3.4% | -0.9% | +4.3% | +4.6% |
| 6M | -15.6% | +22.1% | -37.8% | -28.9% |
| YTD | -26.9% | -8.4% | -18.5% | -22.9% |
| 1Y | -34.8% | -0.9% | -33.8% | -35.8% |
| 3Y | -19.2% | +56.1% | -75.4% | -42.6% |
| 5Y | -43.8% | +136.0% | -179.8% | -71.3% |
| All | -43.8% | +136.0% | -179.8% | -71.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling