-43.8%
ACHR vs WWD
+191.3%
-235.1%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.5% | -5.2% | -5.4% |
| 7D | -2.7% | +0.6% | -3.3% | -3.1% |
| 30D | -12.1% | -5.1% | -7.0% | -9.5% |
| 3M | +3.4% | -11.2% | +14.6% | +10.4% |
| 6M | -15.6% | -12.0% | -3.6% | -10.6% |
| YTD | -26.9% | +12.0% | -38.8% | -34.7% |
| 1Y | -34.8% | +42.8% | -77.6% | -51.7% |
| 3Y | -19.2% | +168.9% | -188.2% | -61.8% |
| 5Y | -43.8% | +192.2% | -236.0% | -78.3% |
| All | -43.8% | +191.3% | -235.1% | -78.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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