+36.2%
SWKS vs AG
+7.9%
+28.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.4% | +2.3% | +0.1% |
| 7D | +9.4% | -10.0% | +19.4% | +10.5% |
| 30D | +17.0% | -10.5% | +27.5% | +18.1% |
| 3M | +28.9% | -27.3% | +56.2% | +32.6% |
| 6M | +33.1% | -43.0% | +76.1% | +36.9% |
| YTD | +44.8% | -17.9% | +62.7% | +38.4% |
| 1Y | +36.2% | +11.9% | +24.3% | +21.9% |
| All | +36.2% | +7.9% | +28.4% | +21.9% |
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