+5.3%
SWKS vs AON
-17.2%
+22.5%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.5% | +5.1% | +0.6% |
| 7D | +6.8% | -7.9% | +14.7% | +4.5% |
| 30D | +11.3% | -14.6% | +25.9% | +6.8% |
| 3M | +4.1% | -7.9% | +12.0% | +3.0% |
| 6M | +39.7% | -8.0% | +47.7% | +38.6% |
| YTD | +23.2% | -13.2% | +36.4% | +20.2% |
| 1Y | +5.3% | -16.4% | +21.7% | +4.2% |
| All | +5.3% | -17.2% | +22.5% | +4.2% |
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