+32.4%
SWKS vs AON
+228.2%
-195.8%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.5% | +0.7% |
| 7D | -2.7% | +0.7% | -3.5% | -3.2% |
| 30D | +8.5% | +23.1% | -14.6% | -1.0% |
| 3M | +17.3% | -6.0% | +23.3% | +19.3% |
| 6M | +25.1% | +7.9% | +17.2% | +17.7% |
| YTD | +33.3% | -4.1% | +37.5% | +31.6% |
| 1Y | +22.9% | -2.3% | +25.2% | +19.9% |
| 3Y | +5.5% | +3.4% | +2.1% | -3.3% |
| 5Y | -41.9% | +17.1% | -59.0% | -51.4% |
| 10Y | +32.4% | +230.6% | -198.1% | -41.9% |
| All | +32.4% | +228.2% | -195.8% | -41.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling