+84.3%
BKR vs SWKS
-15.7%
+99.9%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.8% | -1.2% | +0.2% |
| 7D | +0.4% | +11.8% | -11.4% | -2.6% |
| 30D | +3.9% | +6.7% | -2.9% | +1.9% |
| 3M | -1.1% | 0.0% | -1.1% | -1.6% |
| 6M | +7.6% | +38.7% | -31.1% | -3.3% |
| YTD | +41.9% | +21.4% | +20.5% | +31.9% |
| 1Y | +42.2% | +2.9% | +39.3% | +38.2% |
| 3Y | +84.3% | -16.4% | +100.7% | +76.0% |
| All | +84.3% | -15.7% | +99.9% | +76.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling