+42.2%
BKR vs SWK
+22.8%
+19.4%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.3% | +1.8% | -0.1% |
| 7D | -1.5% | -4.6% | +3.0% | -0.8% |
| 30D | -0.7% | -9.9% | +9.2% | +1.0% |
| 3M | +0.5% | +15.4% | -14.9% | -2.6% |
| 6M | +6.6% | +25.0% | -18.3% | +0.9% |
| YTD | +41.3% | +27.2% | +14.0% | +32.0% |
| 1Y | +42.2% | +24.6% | +17.6% | +32.2% |
| All | +42.2% | +22.8% | +19.4% | +32.2% |
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