+1,067.7%
ATI vs SWK
+2.4%
+1,065.3%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.9% | +2.1% | +2.4% |
| 7D | -0.1% | -0.4% | +0.4% | +0.2% |
| 30D | +2.7% | -5.7% | +8.4% | +6.3% |
| 3M | +16.3% | +24.1% | -7.8% | +0.2% |
| 6M | +30.2% | +24.7% | +5.5% | +11.6% |
| YTD | +83.6% | +33.9% | +49.6% | +49.2% |
| 1Y | +173.0% | +34.7% | +138.3% | +118.7% |
| 3Y | +356.6% | +15.3% | +341.4% | +277.3% |
| 5Y | +1,074.2% | -39.3% | +1,113.5% | +1,354.9% |
| All | +1,067.7% | +2.4% | +1,065.3% | +650.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling