+520.8%
APP vs ACHR
-51.4%
+572.2%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +3.2% | -0.8% | +1.5% |
| 7D | +48.9% | +18.0% | +31.0% | +42.4% |
| 30D | +49.4% | +3.6% | +45.8% | +47.4% |
| 3M | +27.0% | -28.4% | +55.4% | +36.7% |
| 6M | -15.4% | -25.7% | +10.3% | -11.4% |
| YTD | -39.9% | -35.4% | -4.6% | -35.7% |
| 1Y | -32.0% | -45.6% | +13.7% | -24.1% |
| 3Y | +824.3% | -2.2% | +826.6% | +650.4% |
| 5Y | +252.4% | -20.3% | +272.8% | +119.7% |
| All | +520.8% | -51.4% | +572.2% | +307.2% |
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