+157.0%
MKSI vs SWK
+37.3%
+119.6%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.9% | +3.4% | +3.7% |
| 7D | +1.8% | -0.4% | +2.2% | +2.1% |
| 30D | -16.8% | -5.7% | -11.1% | -13.7% |
| 3M | -21.1% | +24.1% | -45.2% | -30.0% |
| 6M | +10.8% | +24.7% | -13.9% | -3.5% |
| YTD | +63.3% | +33.9% | +29.4% | +36.1% |
| 1Y | +157.0% | +34.7% | +122.3% | +119.0% |
| All | +157.0% | +37.3% | +119.6% | +119.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling