+213.2%
BKNG vs SWKS
+34.8%
+178.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.5% | -5.3% | -4.3% |
| 7D | -13.1% | +6.8% | -19.9% | -15.0% |
| 30D | -18.5% | +11.3% | -29.8% | -21.5% |
| 3M | +5.8% | +4.1% | +1.7% | +3.3% |
| 6M | -2.1% | +39.7% | -41.8% | -15.5% |
| YTD | -18.6% | +23.2% | -41.9% | -27.0% |
| 1Y | -21.7% | +5.3% | -26.9% | -26.2% |
| 3Y | +40.9% | -15.1% | +56.0% | +34.8% |
| 5Y | +91.0% | -50.3% | +141.3% | +117.8% |
| 10Y | +213.2% | +42.3% | +170.8% | +140.4% |
| All | +213.2% | +34.8% | +178.4% | +140.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 SWKS 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