+24.8%
SWK vs AHR
+30.4%
-5.6%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.2% | -2.6% | -2.8% |
| 7D | +0.1% | -3.4% | +3.6% | +0.4% |
| 30D | -8.9% | -3.8% | -5.1% | -8.6% |
| 3M | +20.5% | +20.1% | +0.4% | +18.3% |
| 6M | +27.1% | +7.1% | +20.0% | +25.7% |
| YTD | +30.2% | +17.2% | +13.0% | +30.0% |
| 1Y | +24.8% | +30.4% | -5.6% | +24.7% |
| All | +24.8% | +30.4% | -5.6% | +24.7% |
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