+136.1%
AWK vs BAH
+186.6%
-50.6%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.2% | -0.1% |
| 7D | +0.6% | -1.3% | +1.9% | +0.9% |
| 30D | +4.3% | -6.6% | +10.9% | +5.8% |
| 3M | +12.5% | -7.2% | +19.7% | +13.9% |
| 6M | +3.3% | -10.0% | +13.3% | +4.8% |
| YTD | +9.8% | -12.5% | +22.2% | +11.0% |
| 1Y | +2.9% | -27.9% | +30.8% | +9.0% |
| 3Y | +9.6% | -31.4% | +41.0% | +11.4% |
| 5Y | -16.7% | -3.2% | -13.4% | -26.4% |
| 10Y | +136.1% | +191.5% | -55.4% | +65.8% |
| All | +136.1% | +186.6% | -50.6% | +65.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded BAH 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling