-51.3%
ACHR vs WAT
+87.6%
-138.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.0% | +4.2% | +3.6% |
| 7D | +18.0% | +0.7% | +17.3% | +17.8% |
| 30D | +3.6% | +9.0% | -5.4% | 0.0% |
| 3M | -28.4% | +13.5% | -41.9% | -32.3% |
| 6M | -25.7% | +35.3% | -61.0% | -35.1% |
| YTD | -35.4% | +24.0% | -59.3% | -42.0% |
| 1Y | -45.6% | +22.0% | -67.6% | -50.8% |
| 3Y | -2.2% | +84.0% | -86.2% | -30.9% |
| 5Y | -20.3% | +34.4% | -54.7% | -38.3% |
| All | -51.3% | +87.6% | -138.9% | -66.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling