+8,570.0%
SWKS vs AZO
+46,994.3%
-38,424.3%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +0.6% | +5.3% | +5.7% |
| 7D | +5.7% | -2.6% | +8.3% | +6.7% |
| 30D | +17.3% | +11.7% | +5.6% | +12.5% |
| 3M | +28.3% | +6.4% | +21.8% | +24.3% |
| 6M | +26.1% | -5.5% | +31.6% | +26.6% |
| YTD | +41.1% | -4.5% | +45.6% | +40.3% |
| 1Y | +31.4% | -13.8% | +45.2% | +35.3% |
| 3Y | +7.3% | +19.8% | -12.5% | -4.0% |
| 5Y | -37.7% | +71.6% | -109.3% | -52.1% |
| 10Y | +46.0% | +331.5% | -285.5% | -22.2% |
| All | +8,570.0% | +46,994.3% | -38,424.3% | +1,450.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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