+18.9%
SWKS vs AON
+2.1%
+16.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +4.4% | -7.3% | -1.7% |
| 7D | -4.9% | +9.4% | -14.4% | -2.5% |
| 30D | -1.2% | +27.0% | -28.2% | +5.7% |
| 3M | +24.2% | -3.1% | +27.3% | +23.4% |
| 6M | +21.5% | +10.0% | +11.5% | +25.3% |
| YTD | +33.5% | -1.6% | +35.1% | +35.4% |
| 1Y | +18.9% | +0.9% | +18.0% | +22.1% |
| All | +18.9% | +2.1% | +16.8% | +22.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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