+5,459.2%
AGI vs SWK
+654.2%
+4,805.0%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.9% | -2.8% | -2.1% |
| 7D | +0.6% | -0.4% | +1.0% | +0.7% |
| 30D | +18.2% | -5.7% | +24.0% | +19.4% |
| 3M | -4.1% | +24.1% | -28.2% | -7.6% |
| 6M | -28.7% | +24.7% | -53.4% | -31.4% |
| YTD | -4.0% | +33.9% | -37.9% | -8.7% |
| 1Y | +17.4% | +34.7% | -17.3% | +11.2% |
| 3Y | +203.0% | +15.3% | +187.7% | +187.5% |
| 5Y | +376.7% | -39.3% | +415.9% | +393.9% |
| 10Y | +407.5% | +2.5% | +405.0% | +335.5% |
| All | +5,459.2% | +654.2% | +4,805.0% | +3,753.1% |
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