-56.9%
ACHR vs LPLA
-16.5%
-40.4%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.6% | -4.9% | -1.6% |
| 7D | -5.1% | +15.7% | -20.8% | -9.4% |
| 30D | -12.7% | -6.2% | -6.5% | -11.1% |
| 3M | -22.4% | -12.0% | -10.4% | -18.8% |
| 6M | -28.6% | -2.7% | -25.9% | -28.4% |
| YTD | -45.2% | -12.5% | -32.7% | -41.6% |
| 1Y | -56.9% | -16.5% | -40.4% | -50.7% |
| All | -56.9% | -16.5% | -40.4% | -50.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA 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 1y: compounded portfolio wealth divided by compounded LPLA 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…
1y analysis · Full analysis span regression · 6 months rolling