-32.4%
ACHR vs WSM
+19.9%
-52.3%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.1% | -3.0% | -1.9% |
| 7D | -0.7% | -3.3% | +2.6% | +0.8% |
| 30D | +9.8% | -8.4% | +18.2% | +14.5% |
| 3M | -10.5% | +9.7% | -20.2% | -15.2% |
| 6M | -15.5% | +16.7% | -32.2% | -23.4% |
| YTD | -24.1% | +28.7% | -52.7% | -35.4% |
| 1Y | -32.4% | +13.7% | -46.1% | -40.9% |
| All | -32.4% | +19.9% | -52.3% | -40.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 1y: compounded portfolio wealth divided by compounded WSM 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…
1y analysis · Full analysis span regression · 6 months rolling