+48.7%
MKSI vs SWK
+76.3%
-27.6%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.7% | +6.6% | +6.2% |
| 7D | +15.9% | -2.3% | +18.2% | +17.3% |
| 30D | -9.6% | +30.4% | -40.0% | -22.3% |
| 3M | -23.2% | +12.1% | -35.3% | -27.7% |
| 6M | -29.2% | +49.1% | -78.3% | -43.4% |
| YTD | +41.8% | +60.4% | -18.6% | +5.5% |
| 1Y | +48.7% | +78.3% | -29.6% | +6.0% |
| All | +48.7% | +76.3% | -27.6% | +6.0% |
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