+232.7%
LITE vs ACHR
-58.8%
+291.5%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -0.2% | -7.6% | -7.8% |
| 7D | -31.4% | -5.1% | -26.4% | -30.1% |
| 30D | -42.6% | -12.7% | -29.9% | -39.9% |
| 3M | -26.2% | -22.4% | -3.8% | -23.8% |
| 6M | -35.8% | -28.6% | -7.2% | -31.9% |
| YTD | +70.0% | -45.2% | +115.3% | +89.7% |
| 1Y | +232.7% | -56.9% | +289.6% | +329.2% |
| All | +232.7% | -58.8% | +291.5% | +329.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling