+17.6%
ABNB vs SWKS
-36.0%
+53.5%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.1% | -1.5% | -2.8% |
| 7D | +2.2% | -9.2% | +11.4% | +5.9% |
| 30D | +6.1% | -1.9% | +8.0% | +6.4% |
| 3M | +11.6% | +21.2% | -9.7% | +0.7% |
| 6M | +21.8% | +12.9% | +8.9% | +9.8% |
| YTD | +25.4% | +30.7% | -5.4% | +4.1% |
| 1Y | +38.9% | +14.1% | +24.7% | +22.8% |
| 3Y | +38.7% | -1.7% | +40.4% | +19.4% |
| 5Y | -15.6% | -43.0% | +27.4% | -8.8% |
| All | +17.6% | -36.0% | +53.5% | +22.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling