+0.6%
SWKS vs ACHR
-19.6%
+20.2%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +14.7% | -13.5% | -0.9% |
| 7D | -6.2% | +5.7% | -11.9% | -7.0% |
| 30D | -1.5% | -4.9% | +3.4% | -1.2% |
| 3M | +23.0% | -15.1% | +38.1% | +24.7% |
| 6M | +27.6% | -30.7% | +58.3% | +32.3% |
| YTD | +32.3% | -41.0% | +73.3% | +39.0% |
| 1Y | +20.1% | -50.0% | +70.1% | +28.5% |
| 3Y | +0.6% | -17.0% | +17.7% | -5.7% |
| All | +0.6% | -19.6% | +20.2% | -5.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling