+50.7%
LLY vs ACHR
-35.1%
+85.9%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.7% | +5.7% | +0.1% |
| 7D | -3.1% | -2.7% | -0.4% | -3.1% |
| 30D | -8.6% | -12.1% | +3.5% | -8.4% |
| 3M | -1.6% | +3.4% | -5.0% | -1.3% |
| 6M | +11.8% | -15.6% | +27.5% | +12.8% |
| YTD | +5.1% | -26.9% | +32.0% | +5.8% |
| 1Y | +50.7% | -34.8% | +85.5% | +51.6% |
| All | +50.7% | -35.1% | +85.9% | +51.6% |
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 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