+8,007.1%
SWKS vs AIG
-21.5%
+8,028.7%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.8% | +4.4% | +3.7% |
| 7D | +12.5% | -0.9% | +13.4% | +12.7% |
| 30D | +10.5% | -4.9% | +15.4% | +11.6% |
| 3M | -7.4% | +4.5% | -11.9% | -8.4% |
| 6M | +32.7% | -1.4% | +34.1% | +32.6% |
| YTD | +19.2% | -9.8% | +29.0% | +21.2% |
| 1Y | +2.4% | -4.5% | +6.9% | +2.7% |
| 3Y | -25.6% | +37.4% | -63.1% | -30.8% |
| 5Y | -53.4% | +55.0% | -108.4% | -57.9% |
| 10Y | +23.2% | +63.7% | -40.5% | +6.2% |
| All | +8,007.1% | -21.5% | +8,028.7% | +8,084.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AIG.
Daily Out/Under-Performance
Portfolio return minus AIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AIG 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 AIG 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