+5,347.7%
AON vs SWK
+1,536.3%
+3,811.4%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.4% | -2.4% | -2.7% |
| 7D | +4.4% | +11.0% | -6.7% | +1.4% |
| 30D | +24.1% | +30.1% | -5.9% | +15.7% |
| 3M | -7.0% | +14.7% | -21.6% | -10.4% |
| 6M | +9.1% | +44.5% | -35.4% | -1.8% |
| YTD | -4.4% | +59.4% | -63.8% | -17.1% |
| 1Y | -0.8% | +77.5% | -78.3% | -16.7% |
| 3Y | +5.1% | +49.5% | -44.3% | -11.3% |
| 5Y | +20.4% | -24.9% | +45.3% | +19.4% |
| 10Y | +239.2% | +31.8% | +207.4% | +168.2% |
| All | +5,347.7% | +1,536.3% | +3,811.4% | +1,845.9% |
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