-49.4%
ACHR vs WAT
+20.2%
-69.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.4% | -6.5% | -6.8% |
| 7D | -9.2% | +0.6% | -9.8% | -9.3% |
| 30D | -1.0% | +5.4% | -6.4% | -2.3% |
| 3M | -42.2% | +11.3% | -53.5% | -44.0% |
| 6M | -38.2% | +37.4% | -75.6% | -43.7% |
| YTD | -46.4% | +21.2% | -67.6% | -49.8% |
| 1Y | -49.4% | +21.3% | -70.7% | -52.7% |
| All | -49.4% | +20.2% | -69.6% | -52.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling