-59.6%
ACHR vs SW
+10.5%
-70.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.9% | -6.0% | -6.7% |
| 7D | -9.2% | -2.9% | -6.3% | -8.5% |
| 30D | -1.0% | +5.0% | -6.0% | -2.2% |
| 3M | -42.2% | -13.7% | -28.5% | -40.2% |
| 6M | -38.2% | +8.0% | -46.2% | -39.5% |
| YTD | -46.4% | +14.0% | -60.4% | -48.5% |
| 1Y | -49.4% | +25.6% | -75.0% | -52.4% |
| 3Y | -22.5% | +40.1% | -62.6% | -28.3% |
| 5Y | -29.8% | -2.6% | -27.2% | -34.7% |
| All | -59.6% | +10.5% | -70.1% | -62.6% |
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