+32.7%
SWKS vs AON
-3.8%
+36.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.2% | +4.7% | +3.1% |
| 7D | +12.5% | -9.1% | +21.6% | +9.1% |
| 30D | +10.5% | -10.2% | +20.7% | +6.6% |
| 3M | -7.4% | +0.5% | -7.9% | -5.1% |
| 6M | +32.7% | -4.8% | +37.5% | +36.6% |
| All | +32.7% | -3.8% | +36.4% | +36.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling