+43,697.1%
AZO vs SWK
+1,639.1%
+42,058.1%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.4% | -2.4% | -2.7% |
| 7D | +1.5% | +11.0% | -9.6% | -1.7% |
| 30D | +13.0% | +30.1% | -17.1% | +4.7% |
| 3M | +4.8% | +14.7% | -9.9% | +0.5% |
| 6M | -9.2% | +44.5% | -53.7% | -19.0% |
| YTD | -5.2% | +59.4% | -64.5% | -18.5% |
| 1Y | -12.4% | +77.5% | -90.0% | -27.2% |
| 3Y | +23.4% | +49.5% | -26.0% | +2.5% |
| 5Y | +76.9% | -24.9% | +101.8% | +75.8% |
| 10Y | +339.6% | +31.8% | +307.8% | +244.4% |
| All | +43,697.1% | +1,639.1% | +42,058.1% | +15,724.8% |
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