-42.7%
ACHR vs WAT
+63.1%
-105.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -0.4% |
| 7D | -0.7% | -1.3% | +0.6% | -0.1% |
| 30D | +9.8% | +2.3% | +7.5% | +8.9% |
| 3M | -10.5% | +8.7% | -19.2% | -13.6% |
| 6M | -15.5% | +28.3% | -43.8% | -24.7% |
| YTD | -24.1% | +7.8% | -31.8% | -27.5% |
| 1Y | -32.4% | +36.6% | -69.0% | -42.3% |
| 3Y | -11.6% | +45.7% | -57.3% | -30.6% |
| 5Y | -42.9% | -3.3% | -39.6% | -49.9% |
| All | -42.7% | +63.1% | -105.8% | -58.6% |
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