-51.8%
ACHR vs LII
+32.6%
-84.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +2.2% | +6.1% | +7.1% |
| 7D | +15.3% | -1.2% | +16.5% | +16.0% |
| 30D | -3.0% | -2.0% | -1.1% | -2.9% |
| 3M | -14.0% | -20.2% | +6.3% | -2.8% |
| 6M | -25.8% | -32.5% | +6.8% | -9.7% |
| YTD | -36.0% | -27.4% | -8.7% | -27.2% |
| 1Y | -41.2% | -28.2% | -13.0% | -32.4% |
| 3Y | -8.6% | -7.2% | -1.3% | -10.5% |
| 5Y | -20.6% | +19.9% | -40.5% | -37.1% |
| All | -51.8% | +32.6% | -84.4% | -63.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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