+2,464.1%
ACN vs SWK
+446.0%
+2,018.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +13.1% | -9.3% | -1.3% |
| 7D | +8.6% | +17.9% | -9.3% | +1.6% |
| 30D | +36.6% | +31.9% | +4.6% | +22.3% |
| 3M | +56.3% | +16.6% | +39.7% | +46.7% |
| 6M | +49.7% | +61.1% | -11.5% | +21.8% |
| YTD | +1.3% | +64.2% | -62.9% | -19.1% |
| 1Y | +11.9% | +85.2% | -73.3% | -15.1% |
| 3Y | -10.6% | +50.2% | -60.8% | -30.4% |
| 5Y | -21.3% | -22.8% | +1.5% | -22.0% |
| 10Y | +166.2% | +35.8% | +130.5% | +90.1% |
| All | +2,464.1% | +446.0% | +2,018.1% | +677.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling