+402.5%
BKR vs SWK
+1,559.0%
-1,156.5%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.4% | +0.5% | -0.3% |
| 7D | -9.1% | +11.3% | -20.4% | -13.7% |
| 30D | -15.3% | +31.5% | -46.8% | -25.4% |
| 3M | -25.1% | +14.4% | -39.5% | -30.1% |
| 6M | -24.6% | +46.4% | -71.0% | -37.3% |
| YTD | +6.5% | +61.6% | -55.0% | -16.1% |
| 1Y | -0.6% | +78.7% | -79.3% | -25.3% |
| 3Y | +48.0% | +54.4% | -6.4% | +12.2% |
| 5Y | +122.0% | -25.3% | +147.3% | +118.1% |
| 10Y | +49.3% | +22.4% | +26.9% | +12.6% |
| All | +402.5% | +1,559.0% | -1,156.5% | +44.0% |
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