+162.2%
BKNG vs SWK
+26.9%
+135.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.4% | -1.2% | -2.0% |
| 7D | +2.3% | +11.3% | -9.0% | -1.8% |
| 30D | -0.7% | +31.5% | -32.1% | -10.7% |
| 3M | -25.0% | +14.4% | -39.4% | -28.9% |
| 6M | -3.5% | +46.4% | -50.0% | -17.1% |
| YTD | -25.1% | +61.6% | -86.7% | -38.9% |
| 1Y | -19.0% | +78.7% | -97.7% | -36.6% |
| 3Y | +32.6% | +54.4% | -21.8% | +3.0% |
| 5Y | +58.6% | -25.3% | +83.9% | +66.0% |
| 10Y | +162.2% | +22.4% | +139.8% | +96.7% |
| All | +162.2% | +26.9% | +135.4% | +96.7% |
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