+9.7%
BKR vs SWK
+87.6%
-78.0%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +13.1% | -18.6% | -6.4% |
| 7D | -8.8% | +17.9% | -26.7% | -10.2% |
| 30D | -13.1% | +31.9% | -45.0% | -16.0% |
| 3M | -18.9% | +16.6% | -35.5% | -20.2% |
| 6M | -27.2% | +61.1% | -88.4% | -32.9% |
| YTD | +10.7% | +64.2% | -53.5% | -0.2% |
| 1Y | +9.7% | +85.2% | -75.6% | -2.5% |
| All | +9.7% | +87.6% | -78.0% | -2.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling