+31.3%
ABNB vs SWKS
-35.2%
+66.5%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +1.2% | +10.5% | +11.2% |
| 7D | +15.6% | -6.2% | +21.7% | +18.3% |
| 30D | +18.3% | -1.5% | +19.8% | +18.6% |
| 3M | +25.3% | +23.0% | +2.3% | +12.5% |
| 6M | +35.8% | +27.6% | +8.2% | +16.4% |
| YTD | +40.0% | +32.3% | +7.7% | +15.7% |
| 1Y | +57.6% | +20.1% | +37.5% | +36.2% |
| 3Y | +60.8% | +0.6% | +60.1% | +36.8% |
| 5Y | -5.8% | -42.3% | +36.5% | +1.4% |
| All | +31.3% | -35.2% | +66.5% | +36.3% |
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 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