-13.3%
SWKS vs AHR
+395.3%
-408.6%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +3.3% | -2.1% | +0.8% |
| 7D | -6.2% | +8.2% | -14.4% | -7.0% |
| 30D | -1.5% | +17.3% | -18.8% | -3.4% |
| 3M | +23.0% | +6.4% | +16.6% | +22.1% |
| 6M | +27.6% | +16.9% | +10.7% | +24.7% |
| YTD | +32.3% | +24.9% | +7.4% | +26.8% |
| 1Y | +20.1% | +23.3% | -3.2% | +15.4% |
| All | -13.3% | +395.3% | -408.6% | -40.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling