+1,453.5%
SWKS vs AVAV
+308.3%
+1,145.1%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -9.8% | +7.8% | 0.0% |
| 7D | -9.2% | -24.3% | +15.1% | -3.8% |
| 30D | -1.9% | -28.9% | +27.0% | +5.1% |
| 3M | +21.2% | -39.3% | +60.5% | +33.9% |
| 6M | +12.9% | -38.8% | +51.7% | +22.1% |
| YTD | +30.7% | -57.8% | +88.5% | +48.0% |
| 1Y | +14.1% | -70.9% | +85.0% | +39.9% |
| 3Y | -1.7% | -14.8% | +13.1% | -12.3% |
| 5Y | -43.0% | +7.3% | -50.3% | -54.7% |
| 10Y | +34.3% | +325.3% | -291.0% | -30.2% |
| All | +1,453.5% | +308.3% | +1,145.1% | +591.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling