+65.2%
ALAB vs SWK
+37.3%
+27.8%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +0.9% | +8.9% | +9.3% |
| 7D | +7.2% | -0.4% | +7.7% | +7.5% |
| 30D | -2.5% | -5.7% | +3.2% | +0.2% |
| 3M | -13.3% | +24.1% | -37.4% | -20.4% |
| 6M | +172.8% | +24.7% | +148.1% | +145.4% |
| YTD | +86.6% | +33.9% | +52.6% | +66.5% |
| 1Y | +65.2% | +34.7% | +30.5% | +54.9% |
| All | +65.2% | +37.3% | +27.8% | +54.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 1y: compounded portfolio wealth divided by compounded SWK 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…
1y analysis · Full analysis span regression · 6 months rolling