+27.4%
WMT vs ACHR
-58.8%
+86.2%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.2% | +3.7% | +3.4% |
| 7D | +8.8% | -5.1% | +13.8% | +8.6% |
| 30D | +22.9% | -12.7% | +35.6% | +22.5% |
| 3M | +16.1% | -22.4% | +38.5% | +15.7% |
| 6M | -0.5% | -28.6% | +28.1% | -0.5% |
| YTD | +16.7% | -45.2% | +61.9% | +15.9% |
| 1Y | +27.4% | -56.9% | +84.3% | +25.0% |
| All | +27.4% | -58.8% | +86.2% | +25.0% |
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