+113.2%
WDC vs ACHR
-58.8%
+172.0%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -0.2% | -6.5% | -6.7% |
| 7D | -18.3% | -5.1% | -13.2% | -16.7% |
| 30D | -26.7% | -12.7% | -14.0% | -23.1% |
| 3M | -40.9% | -22.4% | -18.5% | -37.2% |
| 6M | -26.8% | -28.6% | +1.8% | -19.4% |
| YTD | +88.2% | -45.2% | +133.4% | +122.2% |
| 1Y | +113.2% | -56.9% | +170.1% | +162.1% |
| All | +113.2% | -58.8% | +172.0% | +162.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ACHR.
Daily Out/Under-Performance
Portfolio return minus ACHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACHR 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 ACHR 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