+174.3%
BKNG vs SWK
+18.1%
+156.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.1% |
| 7D | -0.7% | -1.4% | +0.7% | -0.2% |
| 30D | -0.7% | +25.5% | -26.1% | -9.0% |
| 3M | -25.0% | +11.8% | -36.8% | -28.3% |
| 6M | +3.4% | +48.7% | -45.3% | -11.7% |
| YTD | -25.0% | +57.2% | -82.2% | -38.1% |
| 1Y | -20.7% | +75.3% | -95.9% | -37.5% |
| 3Y | +30.9% | +51.9% | -21.0% | +2.3% |
| 5Y | +66.6% | -30.7% | +97.3% | +80.6% |
| All | +174.3% | +18.1% | +156.1% | +107.4% |
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 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