-37.0%
SWKS vs ACHR
-25.3%
-11.7%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -10.9% | +13.6% | +4.3% |
| 7D | +10.9% | +11.9% | -1.0% | +8.7% |
| 30D | +17.6% | -2.5% | +20.1% | +17.5% |
| 3M | +29.2% | -31.2% | +60.4% | +35.3% |
| 6M | +37.0% | -32.2% | +69.2% | +42.4% |
| YTD | +44.9% | -42.4% | +87.4% | +52.8% |
| 1Y | +33.8% | -49.9% | +83.8% | +43.6% |
| 3Y | +10.2% | -12.9% | +23.1% | -1.6% |
| 5Y | -37.0% | -24.6% | -12.4% | -53.1% |
| All | -37.0% | -25.3% | -11.7% | -53.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling