+72.7%
SWK vs AVAV
-71.4%
+144.1%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -9.8% | +7.3% | -1.7% |
| 7D | +11.3% | -24.3% | +35.6% | +14.0% |
| 30D | +28.1% | -28.9% | +57.0% | +32.0% |
| 3M | +12.6% | -39.3% | +51.9% | +17.8% |
| 6M | +51.7% | -38.8% | +90.5% | +57.4% |
| YTD | +60.0% | -57.8% | +117.8% | +74.3% |
| 1Y | +72.7% | -70.9% | +143.6% | +97.4% |
| All | +72.7% | -71.4% | +144.1% | +97.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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