+87.4%
MKSI vs SWK
-41.4%
+128.8%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.3% | +3.2% | +2.5% |
| 7D | +6.6% | -4.6% | +11.2% | +10.0% |
| 30D | -8.2% | -9.9% | +1.7% | -1.6% |
| 3M | -16.4% | +15.4% | -31.8% | -24.4% |
| 6M | +23.0% | +25.0% | -2.0% | +4.7% |
| YTD | +68.2% | +27.2% | +41.0% | +40.1% |
| 1Y | +148.6% | +24.6% | +124.0% | +108.7% |
| 3Y | +196.0% | +13.7% | +182.3% | +155.6% |
| 5Y | +87.4% | -41.5% | +128.9% | +118.8% |
| All | +87.4% | -41.4% | +128.8% | +118.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling