-41.5%
ACHR vs WM
+101.6%
-143.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.6% | +2.7% | +2.1% |
| 7D | +4.9% | -0.9% | +5.8% | +4.9% |
| 30D | +4.3% | -4.3% | +8.6% | +4.6% |
| 3M | +1.7% | +0.8% | +1.0% | +1.0% |
| 6M | -6.9% | -10.8% | +3.9% | -5.4% |
| YTD | -22.5% | -0.1% | -22.4% | -23.3% |
| 1Y | -31.5% | +1.0% | -32.5% | -32.5% |
| 3Y | -14.4% | +45.1% | -59.5% | -24.7% |
| 5Y | -41.6% | +52.1% | -93.8% | -49.1% |
| All | -41.5% | +101.6% | -143.1% | -54.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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