-43.8%
ACHR vs APTV
-69.9%
+26.1%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -2.7% | -3.0% | -3.9% |
| 7D | -2.7% | -1.2% | -1.5% | -2.1% |
| 30D | -12.1% | -10.6% | -1.5% | -5.4% |
| 3M | +3.4% | -35.0% | +38.4% | +34.5% |
| 6M | -15.6% | -38.9% | +23.3% | +12.5% |
| YTD | -26.9% | -41.5% | +14.6% | -0.9% |
| 1Y | -34.8% | -45.8% | +11.1% | -6.3% |
| 3Y | -19.2% | -55.7% | +36.5% | +28.9% |
| 5Y | -43.8% | -70.1% | +26.4% | +17.2% |
| All | -43.8% | -69.9% | +26.1% | +17.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling