+120.9%
LIN vs ACHR
-60.3%
+181.2%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -6.9% | +7.6% | +1.0% |
| 7D | +2.1% | -9.2% | +11.3% | +2.5% |
| 30D | +6.8% | -1.0% | +7.8% | +6.6% |
| 3M | +10.4% | -42.2% | +52.6% | +13.0% |
| 6M | +3.2% | -38.2% | +41.3% | +4.8% |
| YTD | +24.6% | -46.4% | +71.0% | +27.1% |
| 1Y | +24.4% | -49.4% | +73.8% | +27.1% |
| 3Y | +36.7% | -22.5% | +59.2% | +30.2% |
| 5Y | +67.0% | -29.8% | +96.8% | +50.5% |
| All | +120.9% | -60.3% | +181.2% | +91.9% |
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