-44.0%
ACHR vs WAT
+62.7%
-106.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.7% | +0.7% | +1.7% |
| 7D | -2.3% | -0.3% | -2.0% | -2.2% |
| 30D | -11.3% | -1.9% | -9.4% | -10.5% |
| 3M | +5.3% | +13.5% | -8.2% | -0.4% |
| 6M | -13.2% | +37.2% | -50.5% | -25.0% |
| YTD | -25.8% | +7.5% | -33.3% | -29.1% |
| 1Y | -34.3% | +35.0% | -69.3% | -43.6% |
| 3Y | -19.9% | +55.1% | -75.0% | -38.9% |
| 5Y | -42.7% | -2.8% | -39.8% | -49.8% |
| All | -44.0% | +62.7% | -106.7% | -59.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 10y: compounded portfolio wealth divided by compounded WAT 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…
10y analysis · Full analysis span regression · 6 months rolling