-23.4%
ACI vs SWK
+71.2%
-94.5%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.4% | -3.0% | -3.4% |
| 7D | -2.2% | +11.0% | -13.2% | -3.1% |
| 30D | +10.3% | +30.1% | -19.8% | +8.3% |
| 3M | +7.2% | +14.7% | -7.5% | +5.9% |
| 6M | -18.0% | +44.5% | -62.5% | -19.2% |
| YTD | -22.0% | +59.4% | -81.4% | -22.5% |
| 1Y | -23.4% | +77.5% | -100.9% | -25.0% |
| All | -23.4% | +71.2% | -94.5% | -25.0% |
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