+2,371.1%
SWKS vs AU
+661.9%
+1,709.3%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +5.0% | -3.8% | +0.7% |
| 7D | -6.2% | +16.5% | -22.7% | -7.6% |
| 30D | -1.5% | +3.3% | -4.8% | -2.0% |
| 3M | +23.0% | +6.8% | +16.1% | +21.7% |
| 6M | +27.6% | -3.9% | +31.5% | +27.3% |
| YTD | +32.3% | +12.9% | +19.4% | +28.9% |
| 1Y | +20.1% | +43.5% | -23.4% | +14.1% |
| 3Y | +0.6% | +445.5% | -444.9% | -17.6% |
| 5Y | -42.3% | +469.0% | -511.3% | -53.9% |
| 10Y | +35.9% | +698.3% | -662.4% | -0.3% |
| All | +2,371.1% | +661.9% | +1,709.3% | +1,761.1% |
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 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