-41.7%
ACHR vs LTH
+186.2%
-227.9%
-79.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.1% | -3.2% | -2.7% |
| 7D | +14.0% | +6.4% | +7.6% | +10.1% |
| 30D | -5.0% | +16.7% | -21.8% | -13.0% |
| 3M | -24.8% | +11.7% | -36.4% | -29.6% |
| 6M | -27.3% | +48.5% | -75.8% | -42.6% |
| YTD | -37.4% | +78.4% | -115.8% | -55.7% |
| 1Y | -44.3% | +89.7% | -133.9% | -62.0% |
| 3Y | -5.2% | +245.6% | -250.9% | -55.2% |
| 5Y | -20.8% | +142.7% | -163.5% | -63.4% |
| All | -41.7% | +186.2% | -227.9% | -71.7% |
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