-24.6%
ACHR vs APO
+78.6%
-103.1%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.9% | -1.3% | -9.6% | -9.9% |
| 7D | +11.9% | +3.5% | +8.4% | +9.1% |
| 30D | -2.5% | +4.4% | -6.8% | -6.3% |
| 3M | -31.2% | -12.1% | -19.1% | -23.9% |
| 6M | -32.2% | -7.2% | -25.0% | -28.6% |
| YTD | -42.4% | -15.1% | -27.3% | -35.8% |
| 1Y | -49.9% | -7.7% | -42.3% | -47.9% |
| 3Y | -12.9% | +49.6% | -62.5% | -37.3% |
| 5Y | -24.6% | +78.3% | -102.8% | -55.3% |
| All | -24.6% | +78.6% | -103.1% | -55.3% |
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