+44,172.6%
AZO vs SWK
+1,688.3%
+42,484.3%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.8% | -1.7% | +0.3% |
| 7D | -0.1% | +10.7% | -10.7% | -3.1% |
| 30D | +10.6% | +33.3% | -22.7% | +1.7% |
| 3M | +4.0% | +14.7% | -10.7% | -0.3% |
| 6M | -7.0% | +48.5% | -55.5% | -17.7% |
| YTD | -4.1% | +63.9% | -68.0% | -18.3% |
| 1Y | -12.6% | +80.4% | -93.0% | -27.7% |
| 3Y | +21.4% | +58.1% | -36.8% | -0.8% |
| 5Y | +74.2% | -24.5% | +98.7% | +72.9% |
| 10Y | +338.9% | +29.5% | +309.4% | +245.9% |
| All | +44,172.6% | +1,688.3% | +42,484.3% | +15,769.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling