+29.2%
ABNB vs SWKS
-34.8%
+64.0%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.1% | -1.6% | -1.7% |
| 7D | +11.9% | -3.1% | +15.1% | +13.3% |
| 30D | +12.7% | +8.3% | +4.3% | +9.1% |
| 3M | +1.2% | +20.2% | -19.0% | -8.5% |
| 6M | +32.1% | +24.9% | +7.2% | +14.4% |
| YTD | +37.7% | +33.2% | +4.6% | +13.6% |
| 1Y | +55.5% | +23.6% | +31.9% | +32.6% |
| 3Y | +58.2% | +1.3% | +56.9% | +34.4% |
| 5Y | -2.8% | -40.6% | +37.8% | +3.8% |
| All | +29.2% | -34.8% | +64.0% | +33.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 10y: compounded portfolio wealth divided by compounded SWKS 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…
10y analysis · Full analysis span regression · 6 months rolling