+33.8%
SWKS vs AU
+14.0%
+19.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -4.8% | +7.5% | +3.2% |
| 7D | +10.9% | -1.1% | +11.9% | +10.8% |
| 30D | +17.6% | -4.4% | +22.0% | +18.0% |
| 3M | +29.2% | -10.0% | +39.2% | +29.7% |
| 6M | +37.0% | -14.5% | +51.4% | +35.9% |
| YTD | +44.9% | +6.4% | +38.6% | +37.2% |
| 1Y | +33.8% | +7.7% | +26.1% | +25.6% |
| All | +33.8% | +14.0% | +19.8% | +25.6% |
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