-42.7%
ACHR vs WPM
+281.5%
-324.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | -0.5% |
| 7D | -0.7% | +1.1% | -1.8% | -1.1% |
| 30D | +9.8% | +26.4% | -16.5% | +0.9% |
| 3M | -10.5% | +20.8% | -31.3% | -16.5% |
| 6M | -15.5% | +1.1% | -16.6% | -17.1% |
| YTD | -24.1% | +32.5% | -56.5% | -31.2% |
| 1Y | -32.4% | +51.5% | -84.0% | -41.1% |
| 3Y | -11.6% | +267.0% | -278.6% | -43.1% |
| 5Y | -42.9% | +250.1% | -293.0% | -64.5% |
| All | -42.7% | +281.5% | -324.2% | -65.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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