-55.5%
ACHR vs SW
+13.9%
-69.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | -0.9% | +15.7% | +15.0% |
| 7D | +5.7% | +2.3% | +3.4% | +5.1% |
| 30D | -4.9% | +6.8% | -11.7% | -6.5% |
| 3M | -15.1% | -5.2% | -9.9% | -14.0% |
| 6M | -30.7% | +7.4% | -38.2% | -32.2% |
| YTD | -41.0% | +17.4% | -58.4% | -43.6% |
| 1Y | -50.0% | +27.1% | -77.1% | -53.1% |
| 3Y | -17.0% | +47.9% | -64.9% | -24.1% |
| 5Y | -29.4% | -2.6% | -26.8% | -34.9% |
| All | -55.5% | +13.9% | -69.3% | -59.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 10y: compounded portfolio wealth divided by compounded SW 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…
10y analysis · Full analysis span regression · 6 months rolling