-23.7%
ACI vs SWK
+74.4%
-98.1%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -0.8% |
| 7D | +2.3% | -1.4% | +3.6% | +2.4% |
| 30D | +1.2% | +25.5% | -24.2% | -0.3% |
| 3M | +6.8% | +11.8% | -5.0% | +5.6% |
| 6M | -18.7% | +48.7% | -67.4% | -19.9% |
| YTD | -20.2% | +57.2% | -77.4% | -20.7% |
| 1Y | -23.7% | +75.3% | -99.0% | -24.9% |
| All | -23.7% | +74.4% | -98.1% | -24.9% |
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