-30.5%
ACHR vs WM
+61.9%
-92.4%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.1% | -6.8% | -6.9% |
| 7D | -9.2% | +3.2% | -12.4% | -9.2% |
| 30D | -1.0% | +13.0% | -14.0% | -1.3% |
| 3M | -42.2% | +9.2% | -51.4% | -42.2% |
| 6M | -38.2% | +13.6% | -51.8% | -38.9% |
| YTD | -46.4% | +12.4% | -58.8% | -47.1% |
| 1Y | -49.4% | +21.2% | -70.6% | -50.9% |
| 3Y | -22.5% | +48.7% | -71.2% | -29.9% |
| All | -30.5% | +61.9% | -92.4% | -36.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling