+119.6%
BKR vs SWKS
-41.2%
+160.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.9% |
| 7D | -9.1% | -3.1% | -5.9% | -8.3% |
| 30D | -15.3% | +8.3% | -23.7% | -17.0% |
| 3M | -25.1% | +20.2% | -45.3% | -29.3% |
| 6M | -24.6% | +24.9% | -49.5% | -30.3% |
| YTD | +6.5% | +33.2% | -26.6% | -4.1% |
| 1Y | -0.6% | +23.6% | -24.2% | -8.7% |
| 3Y | +48.0% | +1.3% | +46.8% | +35.9% |
| All | +119.6% | -41.2% | +160.8% | +116.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling