-49.4%
ACHR vs SWK
+74.4%
-123.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +0.2% | -7.1% | -7.0% |
| 7D | -9.2% | -1.4% | -7.9% | -8.5% |
| 30D | -1.0% | +25.5% | -26.4% | -10.8% |
| 3M | -42.2% | +11.8% | -54.0% | -45.0% |
| 6M | -38.2% | +48.7% | -86.9% | -49.0% |
| YTD | -46.4% | +57.2% | -103.6% | -57.8% |
| 1Y | -49.4% | +75.3% | -124.6% | -61.7% |
| All | -49.4% | +74.4% | -123.7% | -61.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 SWK 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