-31.9%
ACHR vs LTH
+152.0%
-183.9%
-79.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -1.7% | -4.0% | -4.8% |
| 7D | -2.7% | -4.0% | +1.3% | -0.5% |
| 30D | -12.1% | -1.7% | -10.5% | -11.4% |
| 3M | +3.4% | +28.0% | -24.6% | -10.8% |
| 6M | -15.6% | +54.1% | -69.7% | -34.8% |
| YTD | -26.9% | +57.1% | -83.9% | -44.3% |
| 1Y | -34.8% | +45.8% | -80.5% | -48.7% |
| 3Y | -19.2% | +157.6% | -176.8% | -55.2% |
| All | -31.9% | +152.0% | -183.9% | -64.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 10y: compounded portfolio wealth divided by compounded LTH 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…
10y analysis · Full analysis span regression · 6 months rolling