+13.7%
AR vs SWK
+87.6%
-74.0%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +13.1% | -19.4% | -3.1% |
| 7D | -11.1% | +17.9% | -29.0% | -7.3% |
| 30D | +7.9% | +31.9% | -24.0% | +15.2% |
| 3M | +4.9% | +16.6% | -11.7% | +9.0% |
| 6M | -5.3% | +61.1% | -66.4% | +6.3% |
| YTD | +8.6% | +64.2% | -55.6% | +23.8% |
| 1Y | +13.7% | +85.2% | -71.5% | +29.6% |
| All | +13.7% | +87.6% | -74.0% | +29.6% |
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