+10.3%
ABNB vs SWKS
-53.5%
+63.8%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +3.5% | -5.3% | -3.3% |
| 7D | -4.0% | +12.5% | -16.5% | -9.0% |
| 30D | +19.3% | +10.5% | +8.8% | +14.1% |
| 3M | +36.1% | -7.4% | +43.5% | +38.8% |
| 6M | +34.2% | +32.7% | +1.6% | +12.4% |
| YTD | +34.1% | +19.2% | +14.9% | +17.2% |
| 1Y | +45.1% | +2.4% | +42.7% | +35.6% |
| 3Y | +37.1% | -25.6% | +62.7% | +40.4% |
| All | +10.3% | -53.5% | +63.8% | +43.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling