+31.0%
SWKS vs AON
+207.5%
-176.5%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.3% | +4.1% | +2.8% |
| 7D | +11.8% | -3.2% | +15.0% | +13.4% |
| 30D | +6.7% | -11.9% | +18.6% | +12.4% |
| 3M | 0.0% | -2.9% | +2.9% | -0.3% |
| 6M | +38.7% | -6.8% | +45.6% | +40.1% |
| YTD | +21.4% | -10.1% | +31.4% | +24.0% |
| 1Y | +2.9% | -14.2% | +17.1% | +7.2% |
| 3Y | -16.4% | -3.3% | -13.1% | -20.8% |
| 5Y | -51.2% | +13.6% | -64.8% | -58.8% |
| 10Y | +31.0% | +209.2% | -178.1% | -43.0% |
| All | +31.0% | +207.5% | -176.5% | -43.0% |
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