+503.8%
APP vs ACHR
-56.7%
+560.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -10.9% | +8.2% | 0.0% |
| 7D | +10.6% | +11.9% | -1.3% | +7.4% |
| 30D | +44.6% | -2.5% | +47.1% | +44.7% |
| 3M | +29.6% | -31.2% | +60.8% | +40.7% |
| 6M | -19.8% | -32.2% | +12.5% | -14.1% |
| YTD | -41.6% | -42.4% | +0.8% | -35.7% |
| 1Y | -32.7% | -49.9% | +17.3% | -23.4% |
| 3Y | +799.0% | -12.9% | +811.9% | +650.3% |
| 5Y | +250.4% | -24.6% | +274.9% | +121.5% |
| All | +503.8% | -56.7% | +560.5% | +307.1% |
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