-42.7%
ACHR vs LII
+47.6%
-90.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.2% | -2.0% | -1.6% |
| 7D | -0.7% | -0.7% | 0.0% | -0.3% |
| 30D | +9.8% | -12.6% | +22.4% | +18.7% |
| 3M | -10.5% | -24.4% | +13.9% | +3.2% |
| 6M | -15.5% | -28.7% | +13.2% | -0.2% |
| YTD | -24.1% | -19.1% | -4.9% | -18.1% |
| 1Y | -32.4% | -29.7% | -2.7% | -20.2% |
| 3Y | -11.6% | +4.8% | -16.4% | -18.7% |
| 5Y | -42.9% | +24.6% | -67.5% | -56.8% |
| All | -42.7% | +47.6% | -90.4% | -59.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling