+121.4%
BKR vs SWKS
+58.1%
+63.3%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +9.8% | -16.4% | -9.7% |
| 7D | -6.7% | +17.5% | -24.2% | -11.7% |
| 30D | -8.3% | +23.0% | -31.3% | -14.7% |
| 3M | -5.4% | +19.5% | -24.9% | -11.8% |
| 6M | +0.8% | +54.3% | -53.5% | -14.6% |
| YTD | +31.8% | +35.3% | -3.4% | +16.1% |
| 1Y | +28.6% | +17.9% | +10.7% | +17.9% |
| 3Y | +71.2% | -6.8% | +78.0% | +61.2% |
| 5Y | +179.2% | -45.4% | +224.7% | +205.8% |
| All | +121.4% | +58.1% | +63.3% | +63.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded SWKS 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling