+528.8%
APP vs ACHR
-51.9%
+580.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +8.3% | -3.5% | +2.7% |
| 7D | +79.2% | +15.3% | +63.8% | +72.1% |
| 30D | +48.0% | -3.0% | +51.0% | +48.4% |
| 3M | +18.2% | -14.0% | +32.2% | +20.8% |
| 6M | -12.5% | -25.8% | +13.3% | -8.4% |
| YTD | -39.2% | -36.0% | -3.1% | -34.7% |
| 1Y | -33.9% | -41.2% | +7.3% | -27.8% |
| 3Y | +933.3% | -8.6% | +941.8% | +752.1% |
| 5Y | +295.9% | -20.6% | +316.5% | +147.0% |
| All | +528.8% | -51.9% | +580.7% | +313.4% |
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