+41.2%
SWK vs AHR
+394.2%
-353.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.7% | +0.6% |
| 7D | -1.4% | -0.2% | -1.2% | -1.3% |
| 30D | +25.5% | +10.2% | +15.2% | +22.4% |
| 3M | +11.8% | +8.3% | +3.5% | +9.4% |
| 6M | +48.7% | +13.0% | +35.7% | +43.6% |
| YTD | +57.2% | +24.6% | +32.6% | +47.5% |
| 1Y | +75.3% | +22.2% | +53.0% | +64.9% |
| All | +41.2% | +394.2% | -353.0% | -16.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling