+11.5%
SWKS vs ATI
+318.7%
-307.2%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.7% | +3.6% | +1.1% |
| 7D | +9.4% | +4.2% | +5.3% | +8.0% |
| 30D | +17.0% | -2.5% | +19.5% | +17.3% |
| 3M | +28.9% | -19.4% | +48.3% | +37.3% |
| 6M | +33.1% | +11.1% | +22.1% | +25.8% |
| YTD | +44.8% | +59.5% | -14.8% | +16.6% |
| 1Y | +36.2% | +85.8% | -49.6% | +2.9% |
| 3Y | +11.5% | +311.9% | -300.4% | -41.5% |
| All | +11.5% | +318.7% | -307.2% | -41.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 ATI 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