+8,082.3%
SWKS vs AZO
+46,699.1%
-38,616.9%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | +0.2% |
| 7D | -3.1% | +0.5% | -3.7% | -3.4% |
| 30D | +8.3% | +9.4% | -1.1% | +4.6% |
| 3M | +20.2% | +4.9% | +15.4% | +17.2% |
| 6M | +24.9% | -8.0% | +32.9% | +26.5% |
| YTD | +33.2% | -5.1% | +38.3% | +32.7% |
| 1Y | +23.6% | -13.7% | +37.3% | +27.1% |
| 3Y | +1.3% | +19.1% | -17.8% | -9.2% |
| 5Y | -40.6% | +71.0% | -111.6% | -54.3% |
| 10Y | +35.3% | +331.1% | -295.8% | -27.9% |
| All | +8,082.3% | +46,699.1% | -38,616.9% | +1,366.5% |
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