+65.2%
ALAB vs SWKS
+4.6%
+60.5%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +3.5% | +6.2% | +7.7% |
| 7D | +7.2% | +12.5% | -5.3% | 0.0% |
| 30D | -2.5% | +10.5% | -13.0% | -8.2% |
| 3M | -13.3% | -7.4% | -5.9% | -10.5% |
| 6M | +172.8% | +32.7% | +140.2% | +151.2% |
| YTD | +86.6% | +19.2% | +67.4% | +75.5% |
| 1Y | +65.2% | +2.4% | +62.8% | +67.0% |
| All | +65.2% | +4.6% | +60.5% | +67.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling