+7.9%
NXPI vs AWK
+1.9%
+5.9%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.5% | +6.0% | +4.0% |
| 7D | +3.9% | -2.1% | +6.0% | +3.2% |
| 30D | +1.4% | +2.1% | -0.7% | +2.1% |
| 3M | -21.5% | +11.4% | -32.9% | -18.7% |
| 6M | +19.4% | +3.9% | +15.5% | +22.3% |
| YTD | +9.9% | +7.7% | +2.3% | +13.5% |
| 1Y | +7.9% | +1.3% | +6.6% | +7.5% |
| All | +7.9% | +1.9% | +5.9% | +7.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling