+664.5%
AU vs SWK
+0.7%
+663.9%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.8% | +1.7% | -0.8% |
| 7D | -0.3% | +0.1% | -0.4% | -0.3% |
| 30D | +12.8% | -8.9% | +21.7% | +14.1% |
| 3M | +28.5% | +20.5% | +8.0% | +25.6% |
| 6M | +4.8% | +27.1% | -22.3% | +2.0% |
| YTD | +31.0% | +30.2% | +0.8% | +27.0% |
| 1Y | +81.4% | +24.8% | +56.7% | +76.4% |
| 3Y | +618.4% | +16.3% | +602.1% | +596.7% |
| 5Y | +686.3% | -40.1% | +726.4% | +677.4% |
| 10Y | +664.5% | +0.8% | +663.7% | +581.6% |
| All | +664.5% | +0.7% | +663.9% | +581.6% |
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