-14.4%
ACHR vs WAT
+49.0%
-63.4%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.6% | +3.7% | +2.8% |
| 7D | +4.9% | -0.7% | +5.6% | +5.2% |
| 30D | +4.3% | -1.0% | +5.3% | +4.9% |
| 3M | +1.7% | +10.9% | -9.1% | -2.6% |
| 6M | -6.9% | +33.2% | -40.0% | -18.0% |
| YTD | -22.5% | +6.1% | -28.5% | -25.2% |
| 1Y | -31.5% | +30.2% | -61.7% | -40.0% |
| 3Y | -14.4% | +52.9% | -67.3% | -41.4% |
| All | -14.4% | +49.0% | -63.4% | -41.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling