+137.2%
BKR vs SWKS
+44.0%
+93.2%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.5% | -2.0% | -0.9% |
| 7D | -1.5% | +6.8% | -8.3% | -3.6% |
| 30D | -0.7% | +11.3% | -11.9% | -4.2% |
| 3M | +0.5% | +4.1% | -3.5% | -1.7% |
| 6M | +6.6% | +39.7% | -33.0% | -6.4% |
| YTD | +41.3% | +23.2% | +18.0% | +28.6% |
| 1Y | +42.2% | +5.3% | +36.9% | +35.7% |
| 3Y | +83.4% | -15.1% | +98.6% | +78.6% |
| 5Y | +203.6% | -50.3% | +253.9% | +243.9% |
| All | +137.2% | +44.0% | +93.2% | +81.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling