+136.1%
AWK vs CPB
-44.2%
+180.3%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.6% | -0.2% |
| 7D | +0.6% | -8.0% | +8.6% | +3.0% |
| 30D | +4.3% | -2.4% | +6.7% | +4.9% |
| 3M | +12.5% | +0.5% | +12.0% | +11.8% |
| 6M | +3.3% | -10.5% | +13.8% | +6.0% |
| YTD | +9.8% | -17.5% | +27.3% | +15.3% |
| 1Y | +2.9% | -31.0% | +33.9% | +14.1% |
| 3Y | +9.6% | -40.6% | +50.2% | +26.5% |
| 5Y | -16.7% | -37.7% | +21.1% | -6.3% |
| 10Y | +136.1% | -43.4% | +179.5% | +159.1% |
| All | +136.1% | -44.2% | +180.3% | +159.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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