+118.5%
LIN vs ACHR
-52.6%
+171.1%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +8.3% | -7.3% | +0.6% |
| 7D | +0.1% | +15.3% | -15.2% | -0.6% |
| 30D | +7.6% | -3.0% | +10.6% | +7.6% |
| 3M | +6.5% | -14.0% | +20.5% | +7.0% |
| 6M | +6.2% | -25.8% | +32.0% | +7.0% |
| YTD | +23.2% | -36.0% | +59.3% | +24.7% |
| 1Y | +25.4% | -41.2% | +66.6% | +27.3% |
| 3Y | +38.3% | -8.6% | +46.8% | +30.7% |
| 5Y | +64.4% | -20.6% | +85.0% | +47.2% |
| All | +118.5% | -52.6% | +171.1% | +88.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACHR.
Daily Out/Under-Performance
Portfolio return minus ACHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACHR 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 ACHR 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