+23.6%
SWKS vs ACHR
-44.4%
+68.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.1% | +1.9% | +0.2% |
| 7D | -3.1% | +14.0% | -17.2% | -5.5% |
| 30D | +8.3% | -5.0% | +13.4% | +8.9% |
| 3M | +20.2% | -24.8% | +45.0% | +25.1% |
| 6M | +24.9% | -27.3% | +52.2% | +29.4% |
| YTD | +33.2% | -37.4% | +70.5% | +41.3% |
| 1Y | +23.6% | -44.3% | +67.8% | +34.1% |
| All | +23.6% | -44.4% | +68.0% | +34.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling