+23.8%
SWKS vs AVTR
+37.2%
-13.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.8% | -2.1% | +0.5% |
| 7D | -2.7% | +1.9% | -4.7% | -2.9% |
| 30D | +8.5% | +1.5% | +7.0% | +8.3% |
| 3M | +17.3% | +17.1% | +0.2% | +15.5% |
| 6M | +25.1% | +91.5% | -66.3% | +12.4% |
| YTD | +33.3% | +38.8% | -5.5% | +28.9% |
| All | +23.8% | +37.2% | -13.4% | +21.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 1y: compounded portfolio wealth divided by compounded AVTR 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…
1y analysis · Full analysis span regression · 6 months rolling