+285.2%
APH vs ACHR
-29.8%
+315.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -6.9% | +5.2% | -0.9% |
| 7D | +4.9% | -9.2% | +14.1% | +6.0% |
| 30D | -5.4% | -1.0% | -4.4% | -5.4% |
| 3M | -5.5% | -42.2% | +36.7% | +0.5% |
| 6M | +25.9% | -38.2% | +64.1% | +31.5% |
| YTD | +16.4% | -46.4% | +62.8% | +22.8% |
| 1Y | +16.5% | -49.4% | +65.9% | +23.5% |
| 3Y | +270.9% | -22.5% | +293.4% | +254.9% |
| All | +285.2% | -29.8% | +315.0% | +232.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling