+31.0%
SWKS vs AU
+643.7%
-612.7%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.1% | +3.0% | +1.9% |
| 7D | +11.8% | -0.3% | +12.1% | +11.8% |
| 30D | +6.7% | +12.8% | -6.0% | +5.5% |
| 3M | 0.0% | +28.5% | -28.4% | -2.4% |
| 6M | +38.7% | +4.8% | +33.9% | +37.1% |
| YTD | +21.4% | +31.0% | -9.6% | +17.4% |
| 1Y | +2.9% | +81.4% | -78.5% | -3.3% |
| 3Y | -16.4% | +618.4% | -634.8% | -30.3% |
| 5Y | -51.2% | +686.3% | -737.5% | -60.1% |
| 10Y | +31.0% | +664.5% | -633.5% | +14.7% |
| All | +31.0% | +643.7% | -612.7% | +14.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 10y: compounded portfolio wealth divided by compounded AU 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…
10y analysis · Full analysis span regression · 6 months rolling