+500.0%
APP vs ACHR
-55.6%
+555.6%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +14.7% | -4.9% | +6.2% |
| 7D | +71.2% | +5.7% | +65.5% | +68.1% |
| 30D | +39.1% | -4.9% | +44.0% | +40.1% |
| 3M | +16.5% | -15.1% | +31.7% | +19.5% |
| 6M | -16.6% | -30.7% | +14.2% | -11.2% |
| YTD | -41.9% | -41.0% | -1.0% | -36.4% |
| 1Y | -37.0% | -50.0% | +13.0% | -28.5% |
| 3Y | +892.4% | -17.0% | +909.4% | +738.9% |
| 5Y | +297.3% | -29.4% | +326.7% | +154.3% |
| All | +500.0% | -55.6% | +555.6% | +302.5% |
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