+362.7%
AGI vs SWK
+32.9%
+329.8%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.8% | -0.4% | +2.1% |
| 7D | +17.4% | +10.7% | +6.7% | +16.2% |
| 30D | -0.9% | +33.3% | -34.3% | -3.7% |
| 3M | -1.6% | +14.7% | -16.2% | -3.0% |
| 6M | -24.7% | +48.5% | -73.2% | -27.4% |
| YTD | -15.3% | +63.9% | -79.2% | -19.0% |
| 1Y | +5.5% | +80.4% | -74.9% | +0.3% |
| 3Y | +154.5% | +58.1% | +96.4% | +142.1% |
| 5Y | +310.6% | -24.5% | +335.1% | +299.7% |
| 10Y | +362.7% | +29.5% | +333.2% | +314.3% |
| All | +362.7% | +32.9% | +329.8% | +314.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling