-41.2%
SWKS vs AVAV
+34.3%
-75.5%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.7% | +2.6% | +0.3% |
| 7D | -3.1% | 0.0% | -3.1% | -3.4% |
| 30D | +8.3% | -9.9% | +18.3% | +9.6% |
| 3M | +20.2% | -34.7% | +54.9% | +27.1% |
| 6M | +24.9% | -26.6% | +51.5% | +28.6% |
| YTD | +33.2% | -48.9% | +82.1% | +40.5% |
| 1Y | +23.6% | -63.0% | +86.6% | +37.3% |
| 3Y | +1.3% | +1.6% | -0.3% | -11.2% |
| All | -41.2% | +34.3% | -75.5% | -56.2% |
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