+311.9%
ATI vs SWK
+50.7%
+261.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.2% | -3.9% | -3.8% |
| 7D | +4.2% | -1.4% | +5.5% | +4.8% |
| 30D | -2.5% | +25.5% | -28.0% | -12.4% |
| 3M | -19.4% | +11.8% | -31.2% | -23.8% |
| 6M | +11.1% | +48.7% | -37.6% | -8.7% |
| YTD | +59.5% | +57.2% | +2.4% | +27.0% |
| 1Y | +85.8% | +75.3% | +10.5% | +40.9% |
| 3Y | +311.9% | +51.9% | +260.0% | +218.1% |
| All | +311.9% | +50.7% | +261.2% | +218.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling