+891.9%
ATI vs SWK
+685.4%
+206.5%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -2.6% | -3.4% | -4.1% |
| 7D | -3.8% | +11.3% | -15.1% | -12.1% |
| 30D | -13.5% | +28.1% | -41.6% | -29.4% |
| 3M | -17.9% | +12.6% | -30.5% | -26.6% |
| 6M | +8.4% | +51.7% | -43.4% | -23.6% |
| YTD | +46.7% | +60.0% | -13.3% | -1.9% |
| 1Y | +74.5% | +72.7% | +1.8% | +9.5% |
| 3Y | +303.7% | +46.3% | +257.4% | +159.4% |
| 5Y | +848.9% | -24.6% | +873.5% | +833.3% |
| 10Y | +1,089.7% | +32.2% | +1,057.4% | +594.1% |
| All | +891.9% | +685.4% | +206.5% | +54.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling