-44.0%
ACHR vs WCN
+61.9%
-105.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.2% | +2.2% | +2.3% |
| 7D | -2.3% | -3.1% | +0.8% | -1.2% |
| 30D | -11.3% | -3.4% | -7.9% | -10.2% |
| 3M | +5.3% | +3.0% | +2.3% | +2.8% |
| 6M | -13.2% | -3.8% | -9.5% | -13.2% |
| YTD | -25.8% | -8.3% | -17.5% | -23.9% |
| 1Y | -34.3% | -9.7% | -24.5% | -32.3% |
| 3Y | -19.9% | +17.2% | -37.1% | -28.8% |
| 5Y | -42.7% | +25.3% | -67.9% | -52.7% |
| All | -44.0% | +61.9% | -105.9% | -59.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 10y: compounded portfolio wealth divided by compounded WCN 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…
10y analysis · Full analysis span regression · 6 months rolling