+905.1%
CRS vs SWK
+32.9%
+872.2%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +2.8% | +6.9% | +8.0% |
| 7D | +4.9% | +10.7% | -5.7% | -2.1% |
| 30D | -20.8% | +33.3% | -54.2% | -34.6% |
| 3M | -46.4% | +14.7% | -61.1% | -51.6% |
| 6M | -28.6% | +48.5% | -77.1% | -45.5% |
| YTD | -2.8% | +63.9% | -66.7% | -31.0% |
| 1Y | -6.7% | +80.4% | -87.1% | -38.0% |
| 3Y | +368.0% | +58.1% | +309.9% | +210.0% |
| 5Y | +852.9% | -24.5% | +877.4% | +916.7% |
| 10Y | +905.1% | +29.5% | +875.6% | +587.1% |
| All | +905.1% | +32.9% | +872.2% | +587.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 SWK 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