+686.3%
AU vs SWK
-39.0%
+725.3%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.6% | +2.5% | -0.5% |
| 7D | -0.3% | -0.7% | +0.5% | -0.2% |
| 30D | +12.8% | -9.7% | +22.5% | +14.7% |
| 3M | +28.5% | +19.5% | +9.0% | +24.9% |
| 6M | +4.8% | +26.0% | -21.2% | +1.2% |
| YTD | +31.0% | +29.1% | +1.9% | +26.0% |
| 1Y | +81.4% | +23.7% | +57.7% | +74.9% |
| 3Y | +618.4% | +15.3% | +603.1% | +593.1% |
| 5Y | +686.3% | -40.6% | +726.9% | +539.0% |
| All | +686.3% | -39.0% | +725.3% | +539.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling