-53.0%
SWKS vs AVAV
+39.7%
-92.7%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.7% | +5.3% | +3.8% |
| 7D | +12.5% | -2.2% | +14.7% | +12.9% |
| 30D | +10.5% | -13.9% | +24.4% | +12.7% |
| 3M | -7.4% | -29.2% | +21.8% | -3.6% |
| 6M | +32.7% | -36.1% | +68.8% | +39.0% |
| YTD | +19.2% | -40.2% | +59.4% | +23.4% |
| 1Y | +2.4% | -36.2% | +38.6% | +3.9% |
| 3Y | -25.6% | +47.5% | -73.1% | -38.7% |
| All | -53.0% | +39.7% | -92.7% | -65.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling