+20,769.2%
AFL vs SWK
+1,547.3%
+19,221.9%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.1% | +0.7% |
| 7D | +1.4% | -2.3% | +3.7% | +2.4% |
| 30D | +9.7% | +30.4% | -20.7% | -2.4% |
| 3M | +5.5% | +12.1% | -6.6% | -0.2% |
| 6M | +11.2% | +49.1% | -37.9% | -7.9% |
| YTD | +17.1% | +60.4% | -43.4% | -7.6% |
| 1Y | +14.0% | +78.3% | -64.3% | -14.4% |
| 3Y | +66.3% | +53.3% | +13.0% | +23.4% |
| 5Y | +152.7% | -27.0% | +179.6% | +148.9% |
| 10Y | +341.3% | +20.8% | +320.5% | +221.8% |
| All | +20,769.2% | +1,547.3% | +19,221.9% | +5,197.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 SWK 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