+35.1%
AVTR vs SWK
+87.6%
-52.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +13.1% | -12.7% | -3.7% |
| 7D | -6.2% | +17.9% | -24.1% | -11.4% |
| 30D | -1.0% | +31.9% | -33.0% | -10.3% |
| 3M | +14.4% | +16.6% | -2.2% | +8.5% |
| 6M | +95.9% | +61.1% | +34.7% | +61.3% |
| YTD | +36.6% | +64.2% | -27.6% | +10.5% |
| 1Y | +35.1% | +85.2% | -50.1% | +1.7% |
| All | +35.1% | +87.6% | -52.5% | +1.7% |
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