+2.4%
SWKS vs AA
+63.2%
-60.8%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.1% | +5.6% | +3.9% |
| 7D | +12.5% | -0.7% | +13.2% | +12.6% |
| 30D | +10.5% | +5.0% | +5.5% | +8.9% |
| 3M | -7.4% | -35.8% | +28.4% | +0.3% |
| 6M | +32.7% | -18.4% | +51.1% | +37.6% |
| YTD | +19.2% | -5.5% | +24.6% | +18.6% |
| 1Y | +2.4% | +61.0% | -58.6% | -7.8% |
| All | +2.4% | +63.2% | -60.8% | -7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 AA 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