+20.3%
SWK vs AHR
+365.8%
-345.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.9% | +2.8% | +1.3% |
| 7D | -0.4% | -1.5% | +1.0% | -0.1% |
| 30D | -5.7% | -1.4% | -4.3% | -5.5% |
| 3M | +24.1% | +18.6% | +5.5% | +18.3% |
| 6M | +24.7% | +6.6% | +18.1% | +22.2% |
| YTD | +33.9% | +17.5% | +16.5% | +27.7% |
| 1Y | +34.7% | +30.9% | +3.8% | +23.4% |
| All | +20.3% | +365.8% | -345.5% | -27.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling