+85.2%
SWK vs ACGL
+28.7%
+56.5%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +2.7% | +10.4% | +12.6% |
| 7D | +17.9% | +8.0% | +9.9% | +16.7% |
| 30D | +31.9% | +17.3% | +14.7% | +29.8% |
| 3M | +16.6% | +11.2% | +5.3% | +15.1% |
| 6M | +61.1% | +18.2% | +42.9% | +57.5% |
| YTD | +64.2% | +15.4% | +48.8% | +63.0% |
| 1Y | +85.2% | +26.5% | +58.7% | +69.2% |
| All | +85.2% | +28.7% | +56.5% | +69.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACGL.
Daily Out/Under-Performance
Portfolio return minus ACGL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACGL 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 ACGL 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