-20.6%
ACHR vs LTH
+142.3%
-163.0%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -0.5% | +8.8% | +8.6% |
| 7D | +15.3% | +7.0% | +8.3% | +10.8% |
| 30D | -3.0% | +15.4% | -18.5% | -10.8% |
| 3M | -14.0% | +7.0% | -21.0% | -18.0% |
| 6M | -25.8% | +46.9% | -72.6% | -41.5% |
| YTD | -36.0% | +76.4% | -112.4% | -55.0% |
| 1Y | -41.2% | +83.7% | -124.9% | -59.7% |
| 3Y | -8.6% | +248.9% | -257.4% | -58.4% |
| 5Y | -20.6% | +141.8% | -162.5% | -63.1% |
| All | -20.6% | +142.3% | -163.0% | -63.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling