+17.5%
SWK vs AVAV
+48.2%
-30.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.7% | +2.6% | +1.1% |
| 7D | -0.4% | -2.2% | +1.8% | -0.2% |
| 30D | -5.7% | -13.9% | +8.2% | -4.1% |
| 3M | +24.1% | -29.2% | +53.3% | +28.4% |
| 6M | +24.7% | -36.1% | +60.8% | +29.8% |
| YTD | +33.9% | -40.2% | +74.1% | +39.4% |
| 1Y | +34.7% | -36.2% | +70.9% | +37.5% |
| All | +17.5% | +48.2% | -30.7% | +2.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling