-35.2%
SWKS vs ACHR
-53.6%
+18.4%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.1% | +1.9% | +0.2% |
| 7D | -3.1% | +14.0% | -17.2% | -5.2% |
| 30D | +8.3% | -5.0% | +13.4% | +8.7% |
| 3M | +20.2% | -24.8% | +45.0% | +24.4% |
| 6M | +24.9% | -27.3% | +52.2% | +28.8% |
| YTD | +33.2% | -37.4% | +70.5% | +38.9% |
| 1Y | +23.6% | -44.3% | +67.8% | +30.7% |
| 3Y | +1.3% | -5.2% | +6.5% | -10.7% |
| 5Y | -40.6% | -20.8% | -19.7% | -53.5% |
| All | -35.2% | -53.6% | +18.4% | -47.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ACHR.
Daily Out/Under-Performance
Portfolio return minus ACHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACHR 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 10y: compounded portfolio wealth divided by compounded ACHR 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…
10y analysis · Full analysis span regression · 6 months rolling