+203.6%
BKR vs SWKS
-50.3%
+254.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.5% | -2.0% | -0.8% |
| 7D | -1.5% | +6.8% | -8.3% | -3.3% |
| 30D | -0.7% | +11.3% | -11.9% | -3.5% |
| 3M | +0.5% | +4.1% | -3.5% | -1.2% |
| 6M | +6.6% | +39.7% | -33.0% | -4.1% |
| YTD | +41.3% | +23.2% | +18.0% | +30.9% |
| 1Y | +42.2% | +5.3% | +36.9% | +37.2% |
| 3Y | +83.4% | -15.1% | +98.6% | +77.9% |
| 5Y | +203.6% | -50.3% | +253.9% | +214.7% |
| All | +203.6% | -50.3% | +254.0% | +214.7% |
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