-43.1%
ACHR vs WM
+20.0%
-63.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +0.1% | +8.2% | +8.4% |
| 7D | +15.3% | -0.5% | +15.8% | +15.1% |
| 30D | -3.0% | +13.3% | -16.3% | +6.5% |
| 3M | -14.0% | +4.4% | -18.3% | -11.0% |
| 6M | -25.8% | +10.8% | -36.6% | -20.1% |
| YTD | -36.0% | +9.1% | -45.1% | -31.5% |
| All | -43.1% | +20.0% | -63.0% | -37.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling