-63.6%
ALNY vs SWK
+74.4%
-138.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.2% | +5.1% | +5.3% |
| 7D | +5.8% | -1.4% | +7.2% | +5.9% |
| 30D | -26.5% | +25.5% | -51.9% | -28.0% |
| 3M | -27.3% | +11.8% | -39.1% | -28.0% |
| 6M | -43.4% | +48.7% | -92.1% | -45.8% |
| YTD | -58.5% | +57.2% | -115.7% | -60.2% |
| 1Y | -63.6% | +75.3% | -138.9% | -64.7% |
| All | -63.6% | +74.4% | -138.0% | -64.7% |
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