+314.3%
ATI vs SWK
+46.0%
+268.3%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.4% | +4.8% | +4.6% |
| 7D | +6.2% | +11.0% | -4.9% | +1.0% |
| 30D | -7.1% | +30.1% | -37.1% | -17.9% |
| 3M | -21.3% | +14.7% | -36.0% | -26.5% |
| 6M | +6.5% | +44.5% | -38.0% | -11.3% |
| YTD | +53.2% | +59.4% | -6.2% | +21.2% |
| 1Y | +82.7% | +77.5% | +5.2% | +37.8% |
| 3Y | +314.3% | +49.5% | +264.8% | +223.3% |
| All | +314.3% | +46.0% | +268.3% | +223.3% |
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