+23.6%
SWKS vs AU
+34.7%
-11.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.6% | +5.4% | +0.4% |
| 7D | -3.1% | +15.3% | -18.4% | -4.6% |
| 30D | +8.3% | -0.3% | +8.7% | +8.3% |
| 3M | +20.2% | -2.9% | +23.1% | +19.9% |
| 6M | +24.9% | -10.7% | +35.6% | +23.5% |
| YTD | +33.2% | +14.0% | +19.2% | +26.2% |
| 1Y | +23.6% | +32.5% | -9.0% | +13.1% |
| All | +23.6% | +34.7% | -11.1% | +13.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling