-42.7%
ACHR vs APTV
-61.6%
+18.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.1% | -3.9% | -2.8% |
| 7D | -0.7% | +4.8% | -5.5% | -3.7% |
| 30D | +9.8% | +2.0% | +7.8% | +8.6% |
| 3M | -10.5% | -34.2% | +23.7% | +14.6% |
| 6M | -15.5% | -34.7% | +19.1% | +6.3% |
| YTD | -24.1% | -37.0% | +12.9% | -3.4% |
| 1Y | -32.4% | -40.4% | +8.0% | -10.7% |
| 3Y | -11.6% | -54.1% | +42.5% | +33.6% |
| 5Y | -42.9% | -68.0% | +25.1% | -1.4% |
| All | -42.7% | -61.6% | +18.9% | -3.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling