-42.7%
ACHR vs WWD
+204.4%
-247.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.1% | -1.9% | -1.5% |
| 7D | -0.7% | +1.3% | -2.0% | -1.4% |
| 30D | +9.8% | -7.2% | +17.0% | +14.2% |
| 3M | -10.5% | -3.8% | -6.7% | -9.7% |
| 6M | -15.5% | -9.9% | -5.6% | -12.0% |
| YTD | -24.1% | +14.8% | -38.9% | -32.1% |
| 1Y | -32.4% | +42.1% | -74.5% | -47.6% |
| 3Y | -11.6% | +170.8% | -182.4% | -53.2% |
| 5Y | -42.9% | +197.5% | -240.4% | -73.0% |
| All | -42.7% | +204.4% | -247.1% | -73.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling