+513.8%
AU vs SWK
+50.7%
+463.1%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.2% | -1.7% | -1.5% |
| 7D | -7.2% | -1.4% | -5.8% | -6.8% |
| 30D | -2.9% | +25.5% | -28.3% | -7.5% |
| 3M | -8.7% | +11.8% | -20.4% | -10.9% |
| 6M | -14.1% | +48.7% | -62.8% | -20.6% |
| YTD | +4.8% | +57.2% | -52.4% | -4.1% |
| 1Y | +11.9% | +75.3% | -63.4% | +1.6% |
| 3Y | +513.8% | +51.9% | +461.9% | +435.2% |
| All | +513.8% | +50.7% | +463.1% | +435.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling