+2.9%
SWKS vs AGI
+11.7%
-8.8%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.4% | +3.2% | +2.0% |
| 7D | +11.8% | +4.4% | +7.4% | +11.4% |
| 30D | +6.7% | +10.0% | -3.2% | +5.7% |
| 3M | 0.0% | +1.7% | -1.7% | -1.0% |
| 6M | +38.7% | -26.8% | +65.5% | +41.6% |
| YTD | +21.4% | -5.3% | +26.7% | +17.9% |
| 1Y | +2.9% | +11.5% | -8.6% | -5.5% |
| All | +2.9% | +11.7% | -8.8% | -5.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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