+564.8%
BKR vs SWKS
+8,307.4%
-7,742.6%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.5% | -3.7% | -0.6% |
| 7D | +1.7% | +12.5% | -10.8% | +0.4% |
| 30D | +3.3% | +10.5% | -7.1% | +2.1% |
| 3M | -3.6% | -7.4% | +3.8% | -3.0% |
| 6M | +5.0% | +32.7% | -27.6% | +1.1% |
| YTD | +40.9% | +19.2% | +21.8% | +37.2% |
| 1Y | +39.2% | +2.4% | +36.8% | +37.7% |
| 3Y | +83.7% | -25.6% | +109.4% | +85.9% |
| 5Y | +207.5% | -53.4% | +261.0% | +224.0% |
| 10Y | +136.3% | +23.2% | +113.2% | +123.0% |
| All | +564.8% | +8,307.4% | -7,742.6% | +358.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling