+32.4%
SWKS vs AVAV
+423.1%
-390.7%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +12.6% | -11.8% | -1.6% |
| 7D | -2.7% | +3.2% | -5.9% | -3.7% |
| 30D | +8.5% | -7.4% | +15.9% | +9.6% |
| 3M | +17.3% | -32.0% | +49.3% | +25.3% |
| 6M | +25.1% | -24.6% | +49.7% | +29.0% |
| YTD | +33.3% | -47.5% | +80.9% | +42.7% |
| 1Y | +22.9% | -61.5% | +84.4% | +39.9% |
| 3Y | +5.5% | +5.5% | +0.1% | -10.5% |
| 5Y | -41.9% | +35.7% | -77.6% | -56.3% |
| 10Y | +32.4% | +379.1% | -346.7% | -23.8% |
| All | +32.4% | +423.1% | -390.7% | -23.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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