+1,863.6%
MKSI vs SWK
+888.3%
+975.3%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.7% | +6.6% | +6.3% |
| 7D | +15.9% | -2.3% | +18.2% | +17.8% |
| 30D | -9.6% | +30.4% | -40.0% | -24.6% |
| 3M | -23.2% | +12.1% | -35.3% | -29.8% |
| 6M | -29.2% | +49.1% | -78.3% | -45.7% |
| YTD | +41.8% | +60.4% | -18.6% | +2.7% |
| 1Y | +48.7% | +78.3% | -29.6% | +0.6% |
| 3Y | +225.3% | +53.3% | +172.0% | +140.5% |
| 5Y | +43.6% | -27.0% | +70.5% | +59.4% |
| 10Y | +370.2% | +20.8% | +349.3% | +269.4% |
| All | +1,863.6% | +888.3% | +975.3% | +455.6% |
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