-12.3%
ABNB vs SWKS
-36.1%
+23.8%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.7% | -2.7% | -1.1% |
| 7D | +6.5% | +10.9% | -4.4% | +2.0% |
| 30D | +9.4% | +17.6% | -8.2% | +2.1% |
| 3M | +0.6% | +29.2% | -28.6% | -12.3% |
| 6M | +33.7% | +37.0% | -3.3% | +10.4% |
| YTD | +33.5% | +44.9% | -11.5% | +4.6% |
| 1Y | +48.8% | +33.8% | +15.0% | +21.3% |
| 3Y | +53.3% | +10.2% | +43.1% | +21.7% |
| 5Y | -12.3% | -37.0% | +24.7% | +11.2% |
| All | -12.3% | -36.1% | +23.8% | +11.2% |
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