+25.7%
ABNB vs SWK
-33.6%
+59.4%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.9% | -2.7% | -2.2% |
| 7D | -4.0% | -0.4% | -3.5% | -3.8% |
| 30D | +19.3% | -5.7% | +25.0% | +22.5% |
| 3M | +36.1% | +24.1% | +12.0% | +23.2% |
| 6M | +34.2% | +24.7% | +9.5% | +20.4% |
| YTD | +34.1% | +33.9% | +0.1% | +15.6% |
| 1Y | +45.1% | +34.7% | +10.4% | +23.7% |
| 3Y | +37.1% | +15.3% | +21.8% | +19.2% |
| 5Y | +15.2% | -39.3% | +54.4% | +18.9% |
| All | +25.7% | -33.6% | +59.4% | +27.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling