+76.3%
SWK vs AHR
+19.1%
+57.2%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.3% | -3.7% | -1.0% |
| 7D | +11.0% | +8.2% | +2.8% | +9.6% |
| 30D | +30.1% | +17.3% | +12.8% | +27.1% |
| 3M | +14.7% | +6.4% | +8.3% | +13.3% |
| 6M | +44.5% | +16.9% | +27.6% | +41.2% |
| YTD | +59.4% | +24.9% | +34.5% | +57.6% |
| All | +76.3% | +19.1% | +57.2% | +71.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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