+3,552.3%
ASX vs SWK
+735.5%
+2,816.8%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +4.7% |
| 3M | -1.3% | +24.1% | -25.4% | -10.7% |
| 6M | +71.4% | +24.7% | +46.7% | +54.1% |
| YTD | +135.3% | +33.9% | +101.4% | +103.7% |
| 1Y | +267.5% | +34.7% | +232.8% | +214.4% |
| 3Y | +388.5% | +15.3% | +373.2% | +328.6% |
| 5Y | +417.1% | -39.3% | +456.4% | +489.1% |
| 10Y | +872.7% | +2.5% | +870.3% | +672.6% |
| All | +3,552.3% | +735.5% | +2,816.8% | +783.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling