-21.9%
SWKS vs AHR
+365.8%
-387.7%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.9% | +5.4% | +3.8% |
| 7D | +12.5% | -1.5% | +14.0% | +12.7% |
| 30D | +10.5% | -1.4% | +11.9% | +10.7% |
| 3M | -7.4% | +18.6% | -26.0% | -10.1% |
| 6M | +32.7% | +6.6% | +26.1% | +31.2% |
| YTD | +19.2% | +17.5% | +1.7% | +15.0% |
| 1Y | +2.4% | +30.9% | -28.5% | -4.3% |
| All | -21.9% | +365.8% | -387.7% | -46.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling