+14.2%
LMT vs ACHR
-32.6%
+46.8%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.4% | -3.5% | -1.3% |
| 7D | -0.2% | -2.3% | +2.1% | 0.0% |
| 30D | -13.1% | -11.3% | -1.8% | -12.4% |
| 3M | -3.9% | +5.3% | -9.2% | -4.9% |
| 6M | -18.3% | -13.2% | -5.0% | -18.0% |
| YTD | +10.3% | -25.8% | +36.1% | +12.8% |
| 1Y | +14.2% | -34.3% | +48.5% | +18.8% |
| All | +14.2% | -32.6% | +46.8% | +18.8% |
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