-41.7%
ACHR vs LNT
+31.4%
-73.1%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | 0.0% | +2.4% | +2.4% |
| 7D | -2.3% | -1.0% | -1.2% | -1.9% |
| 30D | -11.3% | -4.2% | -7.0% | -10.1% |
| 3M | +5.3% | -6.7% | +12.0% | +6.9% |
| 6M | -13.2% | -3.6% | -9.6% | -13.4% |
| YTD | -25.8% | +5.9% | -31.7% | -29.1% |
| 1Y | -34.3% | +7.3% | -41.5% | -37.4% |
| 3Y | -19.9% | +46.5% | -66.4% | -31.5% |
| All | -41.7% | +31.4% | -73.1% | -51.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 5y: compounded portfolio wealth divided by compounded LNT 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…
5y analysis · Full analysis span regression · 6 months rolling