+941.0%
AWK price history and return analytics
+355.4%
+585.6%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.2% | +1.0% |
| 7D | +2.7% | -0.1% | +2.8% | +2.6% |
| 30D | +16.7% | -3.1% | +19.7% | +18.1% |
| 3M | +11.7% | -3.5% | +15.2% | +13.2% |
| 6M | +21.9% | +0.5% | +21.4% | +20.9% |
| YTD | +17.6% | +10.8% | +6.8% | +11.0% |
| 1Y | +19.8% | +11.9% | +7.9% | +12.4% |
| 3Y | +31.0% | +73.0% | -42.0% | -2.0% |
| 5Y | -3.0% | +58.6% | -61.6% | -24.6% |
| 10Y | +156.8% | +219.2% | -62.4% | +43.3% |
| All | +941.0% | +355.4% | +585.6% | +377.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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