+86.5%
ATI vs SWK
+87.6%
-1.1%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +13.1% | -13.8% | -5.7% |
| 7D | +8.3% | +17.9% | -9.6% | +1.0% |
| 30D | -7.3% | +31.9% | -39.2% | -18.1% |
| 3M | -10.5% | +16.6% | -27.1% | -16.4% |
| 6M | +16.4% | +61.1% | -44.8% | -9.4% |
| YTD | +56.1% | +64.2% | -8.2% | +18.1% |
| 1Y | +86.5% | +85.2% | +1.3% | +36.9% |
| All | +86.5% | +87.6% | -1.1% | +36.9% |
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