+564.8%
BKR vs SWK
+1,275.2%
-710.4%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.6% |
| 7D | +1.7% | -0.4% | +2.2% | +1.9% |
| 30D | +3.3% | -5.7% | +9.1% | +5.8% |
| 3M | -3.6% | +24.1% | -27.7% | -13.0% |
| 6M | +5.0% | +24.7% | -19.7% | -6.2% |
| YTD | +40.9% | +33.9% | +7.0% | +21.5% |
| 1Y | +39.2% | +34.7% | +4.6% | +18.7% |
| 3Y | +83.7% | +15.3% | +68.5% | +58.9% |
| 5Y | +207.5% | -39.3% | +246.8% | +232.6% |
| 10Y | +136.3% | +2.5% | +133.9% | +94.1% |
| All | +564.8% | +1,275.2% | -710.4% | +108.6% |
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