+580.4%
LITE vs ACHR
-25.3%
+605.8%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -10.9% | +7.3% | -1.3% |
| 7D | +22.6% | +11.9% | +10.7% | +19.7% |
| 30D | -36.8% | -2.5% | -34.3% | -36.2% |
| 3M | -33.0% | -31.2% | -1.9% | -28.1% |
| 6M | -37.1% | -32.2% | -4.8% | -33.1% |
| YTD | +69.5% | -42.4% | +111.9% | +83.9% |
| 1Y | +146.1% | -49.9% | +196.1% | +174.9% |
| 3Y | +1,440.8% | -12.9% | +1,453.7% | +1,339.0% |
| 5Y | +580.4% | -24.6% | +605.0% | +433.4% |
| All | +580.4% | -25.3% | +605.8% | +433.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling