+5,945.1%
CRS vs SWK
+1,542.3%
+4,402.8%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.6% | -1.9% | -3.2% |
| 7D | -6.6% | +11.3% | -17.9% | -12.4% |
| 30D | -29.5% | +28.1% | -57.6% | -39.0% |
| 3M | -51.1% | +12.6% | -63.7% | -54.8% |
| 6M | -37.3% | +51.7% | -89.0% | -50.9% |
| YTD | -11.2% | +60.0% | -71.2% | -32.8% |
| 1Y | -11.5% | +72.7% | -84.1% | -35.9% |
| 3Y | +324.4% | +46.3% | +278.1% | +216.3% |
| 5Y | +796.6% | -24.6% | +821.2% | +813.7% |
| 10Y | +929.0% | +32.2% | +896.8% | +697.8% |
| All | +5,945.1% | +1,542.3% | +4,402.8% | +2,149.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling