+2,464.1%
ACN vs SWKS
+205.4%
+2,258.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -2.9% | +6.7% | +4.4% |
| 7D | +8.6% | -4.9% | +13.5% | +9.6% |
| 30D | +36.6% | -1.2% | +37.8% | +36.6% |
| 3M | +56.3% | +24.2% | +32.2% | +48.2% |
| 6M | +49.7% | +21.5% | +28.2% | +40.2% |
| YTD | +1.3% | +33.5% | -32.2% | -7.3% |
| 1Y | +11.9% | +18.9% | -7.0% | +4.7% |
| 3Y | -10.6% | +0.4% | -11.0% | -16.1% |
| 5Y | -21.3% | -44.3% | +22.9% | -18.1% |
| 10Y | +166.2% | +37.1% | +129.1% | +127.8% |
| All | +2,464.1% | +205.4% | +2,258.6% | +1,239.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 SWKS 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