+432.3%
ASX vs SWK
-38.7%
+471.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.2% |
| 7D | -0.7% | -0.4% | -0.3% | -0.6% |
| 30D | +2.0% | -5.7% | +7.7% | +4.4% |
| 3M | -1.3% | +24.1% | -25.4% | -9.4% |
| 6M | +71.4% | +24.7% | +46.7% | +56.6% |
| YTD | +135.3% | +33.9% | +101.4% | +108.5% |
| 1Y | +267.5% | +34.7% | +232.8% | +222.9% |
| 3Y | +388.5% | +15.3% | +373.2% | +336.1% |
| All | +432.3% | -38.7% | +471.0% | +444.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling