-30.5%
ACHR vs WWD
+187.3%
-217.8%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.6% | -6.3% | -6.5% |
| 7D | -9.2% | +4.0% | -13.2% | -11.3% |
| 30D | -1.0% | +0.4% | -1.4% | -1.1% |
| 3M | -42.2% | -7.9% | -34.3% | -39.0% |
| 6M | -38.2% | -10.6% | -27.6% | -34.6% |
| YTD | -46.4% | +9.4% | -55.8% | -51.4% |
| 1Y | -49.4% | +25.7% | -75.1% | -59.0% |
| 3Y | -22.5% | +148.5% | -171.0% | -62.0% |
| All | -30.5% | +187.3% | -217.8% | -69.0% |
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