+2,125.5%
SWKS vs AU
+793.6%
+1,331.9%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.3% | +5.9% | +3.8% |
| 7D | +12.5% | -3.6% | +16.1% | +12.9% |
| 30D | +10.5% | +23.9% | -13.4% | +8.0% |
| 3M | -7.4% | +19.1% | -26.5% | -9.2% |
| 6M | +32.7% | -0.2% | +32.8% | +31.6% |
| YTD | +19.2% | +32.5% | -13.3% | +14.5% |
| 1Y | +2.4% | +96.9% | -94.6% | -5.7% |
| 3Y | -25.6% | +614.7% | -640.4% | -40.7% |
| 5Y | -53.4% | +647.7% | -701.1% | -63.7% |
| 10Y | +23.2% | +679.2% | -656.0% | -9.3% |
| All | +2,125.5% | +793.6% | +1,331.9% | +1,553.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling