-24.6%
ACHR vs LPLA
+81.8%
-106.3%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.9% | -3.0% | -7.9% | -9.6% |
| 7D | +11.9% | -2.8% | +14.7% | +13.3% |
| 30D | -2.5% | -10.2% | +7.7% | +1.4% |
| 3M | -31.2% | -22.3% | -8.9% | -23.7% |
| 6M | -32.2% | -0.5% | -31.8% | -34.1% |
| YTD | -42.4% | -17.9% | -24.6% | -38.6% |
| 1Y | -49.9% | -22.0% | -27.9% | -45.1% |
| 3Y | -12.9% | +29.4% | -42.3% | -25.4% |
| 5Y | -24.6% | +81.2% | -105.8% | -47.8% |
| All | -24.6% | +81.8% | -106.3% | -47.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling