-16.2%
ACHR vs LTH
+163.8%
-179.9%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.2% | -1.0% |
| 7D | -0.7% | -0.6% | -0.1% | -0.5% |
| 30D | +9.8% | -4.6% | +14.4% | +12.0% |
| 3M | -10.5% | +32.8% | -43.3% | -23.5% |
| 6M | -15.5% | +64.6% | -80.2% | -36.1% |
| YTD | -24.1% | +62.6% | -86.7% | -42.4% |
| 1Y | -32.4% | +49.9% | -82.4% | -46.9% |
| All | -16.2% | +163.8% | -179.9% | -52.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling