+20.1%
SWKS vs ACHR
-53.3%
+73.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +14.7% | -13.5% | -1.3% |
| 7D | -6.2% | +5.7% | -11.9% | -7.2% |
| 30D | -1.5% | -4.9% | +3.4% | -1.1% |
| 3M | +23.0% | -15.1% | +38.1% | +24.7% |
| 6M | +27.6% | -30.7% | +58.3% | +33.4% |
| YTD | +32.3% | -41.0% | +73.3% | +41.7% |
| 1Y | +20.1% | -50.0% | +70.1% | +32.8% |
| All | +20.1% | -53.3% | +73.4% | +32.8% |
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