+1,483.7%
LITE vs ACHR
-2.6%
+1,486.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +3.2% | +7.5% | +9.8% |
| 7D | +3.4% | +18.0% | -14.6% | -0.8% |
| 30D | -34.9% | +3.6% | -38.5% | -35.3% |
| 3M | -21.0% | -28.4% | +7.4% | -14.9% |
| 6M | -38.5% | -25.7% | -12.8% | -35.2% |
| YTD | +75.8% | -35.4% | +111.2% | +88.5% |
| 1Y | +156.7% | -45.6% | +202.3% | +187.7% |
| All | +1,483.7% | -2.6% | +1,486.3% | +1,284.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling