+110.2%
INTC vs AWK
+5.4%
+104.8%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.1% | +4.6% | +4.3% |
| 7D | +7.1% | +1.7% | +5.3% | +9.4% |
| 30D | -5.2% | +5.6% | -10.8% | +2.2% |
| 3M | -14.3% | +15.9% | -30.2% | +6.9% |
| 6M | +110.2% | +4.6% | +105.6% | +140.0% |
| All | +110.2% | +5.4% | +104.8% | +140.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AWK.
Daily Out/Under-Performance
Portfolio return minus AWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AWK 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 6mo: compounded portfolio wealth divided by compounded AWK 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…
6mo analysis · Full analysis span regression · 6 months rolling