+215.7%
BKR vs SWK
-38.5%
+254.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.8% | +3.5% | +1.3% |
| 7D | +0.4% | +0.1% | +0.3% | +0.4% |
| 30D | +3.9% | -8.9% | +12.8% | +6.1% |
| 3M | -1.1% | +20.5% | -21.6% | -5.9% |
| 6M | +7.6% | +27.1% | -19.5% | +0.6% |
| YTD | +41.9% | +30.2% | +11.7% | +31.4% |
| 1Y | +42.2% | +24.8% | +17.5% | +32.7% |
| 3Y | +84.3% | +16.3% | +68.0% | +69.0% |
| 5Y | +215.7% | -40.1% | +255.8% | +206.1% |
| All | +215.7% | -38.5% | +254.2% | +206.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling