-17.0%
ACHR vs LII
-8.7%
-8.3%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | -2.0% | +16.7% | +15.8% |
| 7D | +5.7% | -0.6% | +6.3% | +5.9% |
| 30D | -4.9% | -4.6% | -0.3% | -3.5% |
| 3M | -15.1% | -21.2% | +6.1% | -3.7% |
| 6M | -30.7% | -36.4% | +5.7% | -12.9% |
| YTD | -41.0% | -28.9% | -12.0% | -32.9% |
| 1Y | -50.0% | -29.5% | -20.5% | -42.7% |
| 3Y | -17.0% | -8.6% | -8.4% | -23.1% |
| All | -17.0% | -8.7% | -8.3% | -23.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling