+420.1%
APH vs ACHR
-52.6%
+472.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +8.3% | -0.1% | +7.2% |
| 7D | +1.1% | +15.3% | -14.3% | -0.6% |
| 30D | -7.5% | -3.0% | -4.5% | -7.3% |
| 3M | -4.4% | -14.0% | +9.5% | -3.4% |
| 6M | +26.5% | -25.8% | +52.2% | +29.2% |
| YTD | +20.0% | -36.0% | +56.1% | +24.0% |
| 1Y | +16.9% | -41.2% | +58.1% | +21.6% |
| 3Y | +288.5% | -8.6% | +297.1% | +264.9% |
| 5Y | +310.3% | -20.6% | +330.9% | +253.8% |
| All | +420.1% | -52.6% | +472.8% | +358.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ACHR.
Daily Out/Under-Performance
Portfolio return minus ACHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACHR 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 10y: compounded portfolio wealth divided by compounded ACHR 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…
10y analysis · Full analysis span regression · 6 months rolling