-2.7%
AWK vs SOLS
+17.0%
-19.8%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.5% |
| 7D | -2.1% | -3.5% | +1.3% | -2.3% |
| 30D | +2.1% | -1.0% | +3.0% | +2.0% |
| 3M | +11.4% | -24.1% | +35.5% | +10.4% |
| 6M | +3.9% | -18.0% | +21.9% | +3.7% |
| YTD | +7.7% | +27.1% | -19.4% | +8.0% |
| All | -2.7% | +17.0% | -19.8% | -2.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 1y: compounded portfolio wealth divided by compounded SOLS 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…
1y analysis · Full analysis span regression · 6 months rolling