-27.7%
ACHR vs WM
+59.1%
-86.8%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | -2.1% | +16.8% | +14.7% |
| 7D | +5.7% | +1.2% | +4.5% | +5.7% |
| 30D | -4.9% | +13.1% | -18.0% | -5.3% |
| 3M | -15.1% | +3.6% | -18.7% | -15.1% |
| 6M | -30.7% | +8.1% | -38.8% | -31.3% |
| YTD | -41.0% | +8.9% | -49.9% | -41.7% |
| 1Y | -50.0% | +20.3% | -70.3% | -51.7% |
| 3Y | -17.0% | +46.2% | -63.2% | -25.0% |
| All | -27.7% | +59.1% | -86.8% | -34.4% |
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 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