+1,394.6%
WDC vs ACHR
-20.7%
+1,415.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -5.7% | +6.7% | +2.1% |
| 7D | +7.5% | -2.7% | +10.1% | +7.9% |
| 30D | +10.1% | -12.1% | +22.2% | +12.2% |
| 3M | -6.8% | +3.4% | -10.2% | -8.5% |
| 6M | +84.1% | -15.6% | +99.8% | +87.0% |
| YTD | +180.3% | -26.9% | +207.1% | +190.2% |
| 1Y | +411.1% | -34.8% | +445.8% | +429.3% |
| All | +1,394.6% | -20.7% | +1,415.3% | +1,365.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling