+8,007.1%
SWKS vs AON
+5,128.2%
+2,878.9%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.2% | +4.7% | +4.0% |
| 7D | +12.5% | -9.1% | +21.6% | +16.2% |
| 30D | +10.5% | -10.2% | +20.7% | +14.6% |
| 3M | -7.4% | +0.5% | -7.9% | -8.7% |
| 6M | +32.7% | -4.8% | +37.5% | +32.9% |
| YTD | +19.2% | -8.0% | +27.2% | +20.3% |
| 1Y | +2.4% | -13.1% | +15.5% | +5.2% |
| 3Y | -25.6% | -1.3% | -24.3% | -28.4% |
| 5Y | -53.4% | +14.9% | -68.3% | -57.9% |
| 10Y | +23.2% | +214.9% | -191.7% | -24.0% |
| All | +8,007.1% | +5,128.2% | +2,878.9% | +2,604.5% |
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