+119.4%
LIN vs ACHR
-57.3%
+176.8%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -10.9% | +10.1% | -0.3% |
| 7D | +0.2% | +11.9% | -11.6% | -0.4% |
| 30D | +6.2% | -2.5% | +8.7% | +6.1% |
| 3M | +9.3% | -31.2% | +40.5% | +11.0% |
| 6M | +4.4% | -32.2% | +36.6% | +5.6% |
| YTD | +23.7% | -42.4% | +66.2% | +25.8% |
| 1Y | +23.5% | -49.9% | +73.4% | +26.3% |
| 3Y | +35.8% | -12.9% | +48.7% | +28.5% |
| 5Y | +65.9% | -24.6% | +90.5% | +49.0% |
| All | +119.4% | -57.3% | +176.8% | +89.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling