-22.5%
ACHR vs LII
-8.2%
-14.3%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +1.1% | -8.1% | -7.6% |
| 7D | -9.2% | +2.9% | -12.2% | -10.6% |
| 30D | -1.0% | +0.9% | -1.9% | -2.6% |
| 3M | -42.2% | -15.5% | -26.7% | -36.7% |
| 6M | -38.2% | -30.2% | -8.0% | -26.6% |
| YTD | -46.4% | -26.8% | -19.6% | -39.9% |
| 1Y | -49.4% | -25.3% | -24.1% | -44.0% |
| 3Y | -22.5% | -7.8% | -14.7% | -34.3% |
| All | -22.5% | -8.2% | -14.3% | -34.3% |
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