+99.2%
WMT vs ACHR
-21.5%
+120.7%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | -0.1% |
| 7D | -2.5% | -5.4% | +2.9% | -2.4% |
| 30D | -6.4% | -19.7% | +13.3% | -6.1% |
| 3M | -12.1% | +7.9% | -20.0% | -12.3% |
| 6M | -15.0% | -13.8% | -1.2% | -14.8% |
| YTD | -4.5% | -27.5% | +23.0% | -4.0% |
| 1Y | +6.2% | -33.9% | +40.1% | +6.7% |
| All | +99.2% | -21.5% | +120.7% | +92.7% |
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