+391.7%
APP vs ACHR
-42.9%
+434.6%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.9% | +3.1% | +2.4% |
| 7D | +0.9% | -0.7% | +1.6% | +1.0% |
| 30D | -23.3% | +9.8% | -33.1% | -25.8% |
| 3M | -42.6% | -10.5% | -32.1% | -42.2% |
| 6M | -33.6% | -15.5% | -18.1% | -32.4% |
| YTD | -52.4% | -24.1% | -28.4% | -50.7% |
| 1Y | -35.9% | -32.4% | -3.5% | -34.0% |
| 3Y | +642.2% | -11.6% | +653.8% | +520.3% |
| 5Y | +311.1% | -42.9% | +354.0% | +181.1% |
| All | +391.7% | -42.9% | +434.6% | +211.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling