+54.0%
SWK vs AVAV
-5.4%
+59.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -8.3% | +21.4% | +14.0% |
| 7D | +17.9% | -10.1% | +28.0% | +19.1% |
| 30D | +31.9% | -18.7% | +50.7% | +34.8% |
| 3M | +16.6% | -33.0% | +49.6% | +21.6% |
| 6M | +61.1% | -37.2% | +98.3% | +67.7% |
| YTD | +64.2% | -53.2% | +117.4% | +75.3% |
| 1Y | +85.2% | -69.0% | +154.2% | +108.2% |
| All | +54.0% | -5.4% | +59.4% | +35.4% |
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 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