+5,143.6%
AON vs SWK
+1,275.2%
+3,868.5%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.1% | -1.4% |
| 7D | -9.1% | -0.4% | -8.6% | -9.0% |
| 30D | -10.2% | -5.7% | -4.5% | -8.9% |
| 3M | +0.5% | +24.1% | -23.6% | -5.7% |
| 6M | -4.8% | +24.7% | -29.5% | -11.4% |
| YTD | -8.0% | +33.9% | -41.9% | -16.3% |
| 1Y | -13.1% | +34.7% | -47.7% | -21.6% |
| 3Y | -1.3% | +15.3% | -16.6% | -10.8% |
| 5Y | +14.9% | -39.3% | +54.2% | +20.7% |
| 10Y | +214.9% | +2.5% | +212.4% | +167.0% |
| All | +5,143.6% | +1,275.2% | +3,868.5% | +1,864.1% |
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