+2.9%
AWK vs TECH
+34.1%
-31.2%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | 0.0% | 0.0% |
| 7D | +0.6% | -0.1% | +0.7% | +0.6% |
| 30D | +4.3% | +0.3% | +4.0% | +4.3% |
| 3M | +12.5% | +32.9% | -20.4% | +13.4% |
| 6M | +3.3% | +32.1% | -28.8% | +4.2% |
| YTD | +9.8% | +23.4% | -13.6% | +10.1% |
| 1Y | +2.9% | +34.1% | -31.2% | +4.1% |
| All | +2.9% | +34.1% | -31.2% | +4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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