-24.6%
SWK vs AVAV
+7.1%
-31.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -9.8% | +7.3% | -1.3% |
| 7D | +11.3% | -24.3% | +35.6% | +15.3% |
| 30D | +28.1% | -28.9% | +57.0% | +33.8% |
| 3M | +12.6% | -39.3% | +51.9% | +19.9% |
| 6M | +51.7% | -38.8% | +90.5% | +59.3% |
| YTD | +60.0% | -57.8% | +117.8% | +74.7% |
| 1Y | +72.7% | -70.9% | +143.6% | +99.1% |
| 3Y | +46.3% | -14.8% | +61.1% | +32.8% |
| 5Y | -24.6% | +7.3% | -31.9% | -32.3% |
| All | -24.6% | +7.1% | -31.7% | -32.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling