+49.5%
ABNB vs SWK
+74.0%
-24.5%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.2% | +2.2% | +0.7% |
| 7D | +6.5% | -2.0% | +8.4% | +7.1% |
| 30D | +9.4% | +24.6% | -15.2% | +2.4% |
| 3M | +0.6% | +10.8% | -10.2% | -2.7% |
| 6M | +33.7% | +46.1% | -12.4% | +20.0% |
| YTD | +33.5% | +56.8% | -23.4% | +15.8% |
| All | +49.5% | +74.0% | -24.5% | +23.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 1y: compounded portfolio wealth divided by compounded SWK 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…
1y analysis · Full analysis span regression · 6 months rolling