-41.5%
ACHR vs APO
+203.0%
-244.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.4% | +3.5% | +3.1% |
| 7D | +4.9% | +0.1% | +4.8% | +4.8% |
| 30D | +4.3% | +3.9% | +0.4% | +2.1% |
| 3M | +1.7% | +3.8% | -2.0% | -0.8% |
| 6M | -6.9% | +22.3% | -29.2% | -20.9% |
| YTD | -22.5% | -7.8% | -14.7% | -18.9% |
| 1Y | -31.5% | -0.3% | -31.2% | -32.8% |
| 3Y | -14.4% | +57.1% | -71.5% | -37.4% |
| 5Y | -41.6% | +137.0% | -178.6% | -68.2% |
| All | -41.5% | +203.0% | -244.5% | -70.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling