+298.1%
APP vs ACHR
-29.8%
+327.9%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -6.9% | +10.8% | +5.7% |
| 7D | +4.6% | -9.2% | +13.8% | +6.9% |
| 30D | +56.0% | -1.0% | +57.0% | +55.4% |
| 3M | +30.8% | -42.2% | +73.0% | +48.4% |
| 6M | -9.8% | -38.2% | +28.4% | -1.3% |
| YTD | -39.3% | -46.4% | +7.1% | -32.0% |
| 1Y | -26.4% | -49.4% | +22.9% | -16.6% |
| 3Y | +887.9% | -22.5% | +910.4% | +747.0% |
| All | +298.1% | -29.8% | +327.9% | +132.6% |
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