+741.5%
BKNG vs SWK
+884.3%
-142.8%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.8% | -1.1% | +0.5% |
| 7D | +6.3% | +10.7% | -4.3% | +1.5% |
| 30D | +2.0% | +33.3% | -31.4% | -10.7% |
| 3M | -23.6% | +14.7% | -38.2% | -28.4% |
| 6M | -1.0% | +48.5% | -49.5% | -18.0% |
| YTD | -23.1% | +63.9% | -87.0% | -40.2% |
| 1Y | -16.5% | +80.4% | -96.9% | -38.0% |
| 3Y | +39.0% | +58.1% | -19.1% | +1.7% |
| 5Y | +58.0% | -24.5% | +82.5% | +58.6% |
| 10Y | +166.5% | +29.5% | +137.0% | +86.4% |
| All | +741.5% | +884.3% | -142.8% | +149.1% |
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