-43.5%
ACHR vs W
-62.9%
+19.4%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +0.2% | -5.8% | -5.7% |
| 7D | -2.7% | +5.9% | -8.6% | -4.5% |
| 30D | -12.1% | -3.0% | -9.1% | -11.4% |
| 3M | +3.4% | +40.3% | -37.0% | -9.6% |
| 6M | -15.6% | +32.2% | -47.9% | -25.7% |
| YTD | -26.9% | -0.3% | -26.6% | -30.2% |
| 1Y | -34.8% | +16.2% | -50.9% | -42.6% |
| 3Y | -19.2% | +40.7% | -60.0% | -40.4% |
| All | -43.5% | -62.9% | +19.4% | -55.4% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 W 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