+724.6%
BKNG vs SWK
+863.6%
-139.1%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +0.9% |
| 7D | -6.3% | -2.3% | -4.0% | -5.3% |
| 30D | +1.1% | +30.4% | -29.3% | -10.5% |
| 3M | -24.6% | +12.1% | -36.7% | -28.6% |
| 6M | +2.0% | +49.1% | -47.0% | -15.6% |
| YTD | -24.7% | +60.4% | -85.1% | -40.8% |
| 1Y | -20.0% | +78.3% | -98.3% | -40.3% |
| 3Y | +33.4% | +53.3% | -19.9% | -1.0% |
| 5Y | +65.4% | -27.0% | +92.4% | +68.8% |
| 10Y | +166.1% | +20.8% | +145.3% | +92.9% |
| All | +724.6% | +863.6% | -139.1% | +146.5% |
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