-21.1%
ACHR vs APTV
-56.4%
+35.3%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -2.7% | -3.0% | -4.2% |
| 7D | -2.7% | -1.2% | -1.5% | -2.2% |
| 30D | -12.1% | -10.6% | -1.5% | -6.6% |
| 3M | +3.4% | -35.0% | +38.4% | +29.3% |
| 6M | -15.6% | -38.9% | +23.3% | +8.3% |
| YTD | -26.9% | -41.5% | +14.6% | -4.9% |
| 1Y | -34.8% | -45.8% | +11.1% | -10.5% |
| All | -21.1% | -56.4% | +35.3% | +10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 3y: compounded portfolio wealth divided by compounded APTV 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…
3y analysis · Full analysis span regression · 6 months rolling