+8,215.0%
HWKN vs SPY
+3,040.6%
+5,174.4%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.6% | -1.8% |
| 7D | -5.2% | -2.0% | -3.2% | -4.1% |
| 30D | -5.3% | -1.7% | -3.6% | -4.4% |
| 3M | -20.1% | +4.7% | -24.9% | -22.3% |
| 6M | -17.1% | +12.5% | -29.6% | -22.5% |
| YTD | -13.3% | +11.7% | -25.0% | -18.7% |
| 1Y | -27.7% | +17.5% | -45.2% | -34.0% |
| 3Y | +102.9% | +76.6% | +26.3% | +49.1% |
| 5Y | +265.6% | +82.0% | +183.6% | +163.7% |
| 10Y | +579.9% | +317.1% | +262.8% | +239.7% |
| All | +8,215.0% | +3,040.6% | +5,174.4% | +1,885.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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