-27.8%
ACHR vs LTH
+156.3%
-184.2%
-79.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.8% | +3.9% | +3.0% |
| 7D | +4.9% | +1.5% | +3.3% | +3.9% |
| 30D | +4.3% | -3.1% | +7.4% | +5.7% |
| 3M | +1.7% | +28.1% | -26.4% | -12.2% |
| 6M | -6.9% | +67.4% | -74.3% | -31.3% |
| YTD | -22.5% | +59.8% | -82.3% | -41.5% |
| 1Y | -31.5% | +45.6% | -77.1% | -46.1% |
| 3Y | -14.4% | +162.0% | -176.4% | -53.0% |
| All | -27.8% | +156.3% | -184.2% | -62.6% |
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