+355.9%
APH vs ACHR
-42.9%
+398.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.7% | +1.0% |
| 7D | +5.0% | -0.7% | +5.7% | +5.0% |
| 30D | -3.9% | +9.8% | -13.7% | -5.4% |
| 3M | +13.0% | -10.5% | +23.5% | +13.2% |
| 6M | +25.2% | -15.5% | +40.7% | +25.9% |
| YTD | +22.9% | -24.1% | +47.0% | +24.8% |
| 1Y | +47.8% | -32.4% | +80.3% | +50.6% |
| 3Y | +283.0% | -11.6% | +294.6% | +259.7% |
| All | +355.9% | -42.9% | +398.8% | +290.9% |
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