-30.7%
ACHR vs WM
+6.8%
-37.6%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | -2.1% | +16.8% | +12.3% |
| 7D | +5.7% | +1.2% | +4.5% | +7.3% |
| 30D | -4.9% | +13.1% | -18.0% | +11.0% |
| 3M | -15.1% | +3.6% | -18.7% | -12.4% |
| 6M | -30.7% | +8.1% | -38.8% | -20.3% |
| All | -30.7% | +6.8% | -37.6% | -20.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling