+8,902.0%
SWKS vs AON
+5,331.7%
+3,570.3%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.8% | +4.0% | +2.2% |
| 7D | -6.2% | +4.4% | -10.5% | -7.8% |
| 30D | -1.5% | +24.1% | -25.6% | -9.3% |
| 3M | +23.0% | -7.0% | +29.9% | +25.0% |
| 6M | +27.6% | +9.1% | +18.5% | +20.9% |
| YTD | +32.3% | -4.4% | +36.7% | +30.8% |
| 1Y | +20.1% | -0.8% | +20.9% | +16.9% |
| 3Y | +0.6% | +5.1% | -4.5% | -6.0% |
| 5Y | -42.3% | +20.4% | -62.7% | -49.0% |
| 10Y | +35.9% | +239.2% | -203.3% | -18.9% |
| All | +8,902.0% | +5,331.7% | +3,570.3% | +2,840.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling