+18.9%
SWKS vs AG
+29.4%
-10.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +9.1% | -12.1% | -3.8% |
| 7D | -4.9% | -2.6% | -2.3% | -4.7% |
| 30D | -1.2% | -12.1% | +10.9% | 0.0% |
| 3M | +24.2% | -6.6% | +30.7% | +24.5% |
| 6M | +21.5% | -20.5% | +41.9% | +22.6% |
| YTD | +33.5% | -7.4% | +40.9% | +28.2% |
| 1Y | +18.9% | +33.4% | -14.5% | +7.3% |
| All | +18.9% | +29.4% | -10.4% | +7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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