-9.9%
ABNB vs SWKS
-37.3%
+27.4%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.1% | +3.2% | +3.2% |
| 7D | -1.7% | +9.4% | -11.1% | -5.4% |
| 30D | +11.8% | +17.0% | -5.2% | +4.6% |
| 3M | +0.9% | +28.9% | -28.0% | -11.9% |
| 6M | +40.5% | +33.1% | +7.3% | +17.7% |
| YTD | +37.6% | +44.8% | -7.2% | +7.9% |
| 1Y | +54.1% | +36.2% | +17.9% | +24.4% |
| 3Y | +56.8% | +11.5% | +45.3% | +23.3% |
| All | -9.9% | -37.3% | +27.4% | +12.8% |
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