-42.7%
ACHR vs W
-65.4%
+22.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.5% | -3.4% | -1.7% |
| 7D | -0.7% | -4.2% | +3.5% | +0.6% |
| 30D | +9.8% | -7.6% | +17.4% | +12.3% |
| 3M | -10.5% | +37.2% | -47.7% | -20.7% |
| 6M | -15.5% | +26.3% | -41.9% | -24.1% |
| YTD | -24.1% | -1.0% | -23.1% | -27.2% |
| 1Y | -32.4% | +20.1% | -52.5% | -40.9% |
| 3Y | -11.6% | +37.8% | -49.4% | -33.3% |
| 5Y | -42.9% | -63.7% | +20.8% | -53.4% |
| All | -42.7% | -65.4% | +22.6% | -52.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling