+213.2%
BKNG vs SWK
-0.7%
+213.8%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.3% | -1.5% | -2.9% |
| 7D | -13.1% | -4.6% | -8.6% | -11.5% |
| 30D | -18.5% | -9.9% | -8.6% | -15.2% |
| 3M | +5.8% | +15.4% | -9.7% | -0.2% |
| 6M | -2.1% | +25.0% | -27.1% | -11.0% |
| YTD | -18.6% | +27.2% | -45.9% | -27.1% |
| 1Y | -21.7% | +24.6% | -46.3% | -29.7% |
| 3Y | +40.9% | +13.7% | +27.2% | +23.7% |
| 5Y | +91.0% | -41.5% | +132.5% | +119.4% |
| 10Y | +213.2% | +0.7% | +212.5% | +160.3% |
| All | +213.2% | -0.7% | +213.8% | +160.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling