+24.0%
SWKS vs AON
-2.3%
+26.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.1% |
| 7D | -3.1% | +1.9% | -5.0% | -2.6% |
| 30D | +8.3% | +23.3% | -15.0% | +14.9% |
| 3M | +20.2% | -5.5% | +25.8% | +18.7% |
| 6M | +24.9% | +8.0% | +16.9% | +28.1% |
| YTD | +33.2% | -4.0% | +37.1% | +34.3% |
| All | +24.0% | -2.3% | +26.3% | +25.7% |
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