+1,290.9%
SWKS vs AG
+445.6%
+845.3%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.0% | +5.5% | +3.8% |
| 7D | +12.5% | +1.0% | +11.5% | +12.3% |
| 30D | +10.5% | +19.2% | -8.7% | +7.6% |
| 3M | -7.4% | +6.2% | -13.5% | -8.6% |
| 6M | +32.7% | -26.7% | +59.3% | +36.5% |
| YTD | +19.2% | +26.1% | -7.0% | +12.1% |
| 1Y | +2.4% | +131.7% | -129.3% | -12.5% |
| 3Y | -25.6% | +255.3% | -281.0% | -42.6% |
| 5Y | -53.4% | +61.9% | -115.4% | -61.4% |
| 10Y | +23.2% | +72.0% | -48.9% | -9.1% |
| All | +1,290.9% | +445.6% | +845.3% | +453.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling