-43.8%
ACHR vs WCC
+228.2%
-272.0%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -1.3% | -4.4% | -4.8% |
| 7D | -2.7% | +6.8% | -9.5% | -6.7% |
| 30D | -12.1% | -3.0% | -9.1% | -10.8% |
| 3M | +3.4% | +0.2% | +3.2% | +1.9% |
| 6M | -15.6% | +33.2% | -48.8% | -31.9% |
| YTD | -26.9% | +45.8% | -72.7% | -44.5% |
| 1Y | -34.8% | +68.4% | -103.1% | -55.2% |
| 3Y | -19.2% | +131.1% | -150.4% | -56.8% |
| 5Y | -43.8% | +225.6% | -269.4% | -73.6% |
| All | -43.8% | +228.2% | -272.0% | -73.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 5y: compounded portfolio wealth divided by compounded WCC 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…
5y analysis · Full analysis span regression · 6 months rolling