+23.8%
SWKS vs ACHR
-43.2%
+67.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +8.3% | -7.6% | -0.6% |
| 7D | -2.7% | +15.3% | -18.1% | -5.3% |
| 30D | +8.5% | -3.0% | +11.5% | +8.6% |
| 3M | +17.3% | -14.0% | +31.2% | +18.9% |
| 6M | +25.1% | -25.8% | +50.9% | +29.2% |
| YTD | +33.3% | -36.0% | +69.4% | +41.0% |
| All | +23.8% | -43.2% | +67.0% | +33.8% |
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