+272.1%
SWK vs AVAV
+352.9%
-80.9%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -8.3% | +21.4% | +14.7% |
| 7D | +17.9% | -10.1% | +28.0% | +19.9% |
| 30D | +31.9% | -18.7% | +50.7% | +36.6% |
| 3M | +16.6% | -33.0% | +49.6% | +24.7% |
| 6M | +61.1% | -37.2% | +98.3% | +71.2% |
| YTD | +64.2% | -53.2% | +117.4% | +80.8% |
| 1Y | +85.2% | -69.0% | +154.2% | +120.1% |
| 3Y | +50.2% | -5.5% | +55.7% | +33.8% |
| 5Y | -22.8% | +20.1% | -42.9% | -37.8% |
| 10Y | +35.8% | +371.8% | -336.0% | -23.4% |
| All | +272.1% | +352.9% | -80.9% | +84.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling