-12.6%
SWKS vs AHR
+404.3%
-416.9%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.8% | -1.0% | +0.6% |
| 7D | -2.7% | +9.6% | -12.4% | -3.7% |
| 30D | +8.5% | +16.1% | -7.6% | +6.6% |
| 3M | +17.3% | +4.4% | +12.9% | +16.8% |
| 6M | +25.1% | +15.1% | +10.0% | +22.9% |
| YTD | +33.3% | +27.2% | +6.2% | +27.6% |
| 1Y | +22.9% | +21.7% | +1.2% | +18.8% |
| All | -12.6% | +404.3% | -416.9% | -40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 10y: compounded portfolio wealth divided by compounded AHR 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…
10y analysis · Full analysis span regression · 6 months rolling