-42.7%
ACHR vs WM
+102.7%
-145.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.4% | -0.8% |
| 7D | -0.7% | -0.3% | -0.4% | -0.7% |
| 30D | +9.8% | -2.4% | +12.2% | +9.9% |
| 3M | -10.5% | +0.4% | -10.9% | -11.1% |
| 6M | -15.5% | -9.5% | -6.0% | -14.4% |
| YTD | -24.1% | +0.5% | -24.6% | -24.9% |
| 1Y | -32.4% | -1.1% | -31.3% | -33.0% |
| 3Y | -11.6% | +46.0% | -57.6% | -22.3% |
| 5Y | -42.9% | +51.8% | -94.7% | -50.1% |
| All | -42.7% | +102.7% | -145.5% | -55.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling