+491.0%
LITE vs ACHR
-56.3%
+547.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +14.7% | -9.1% | +2.7% |
| 7D | -35.9% | +5.7% | -41.6% | -36.5% |
| 30D | -51.5% | -4.9% | -46.6% | -50.9% |
| 3M | -35.7% | -15.1% | -20.6% | -34.6% |
| 6M | -43.0% | -30.7% | -12.2% | -39.7% |
| YTD | +46.1% | -41.0% | +87.1% | +57.3% |
| 1Y | +124.7% | -50.0% | +174.7% | +149.6% |
| 3Y | +1,172.1% | -17.0% | +1,189.1% | +1,098.1% |
| 5Y | +477.0% | -29.4% | +506.4% | +380.3% |
| All | +491.0% | -56.3% | +547.3% | +428.2% |
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 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