+1,824.5%
MKSI vs SWK
+866.1%
+958.5%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.2% | +0.3% | -0.6% |
| 7D | +25.3% | -2.0% | +27.2% | +26.9% |
| 30D | -10.5% | +24.6% | -35.1% | -23.2% |
| 3M | -27.7% | +10.8% | -38.5% | -33.5% |
| 6M | -28.8% | +46.1% | -74.9% | -44.7% |
| YTD | +39.0% | +56.8% | -17.9% | +2.1% |
| 1Y | +45.2% | +72.7% | -27.5% | +0.2% |
| 3Y | +218.8% | +49.9% | +168.9% | +139.0% |
| 5Y | +38.1% | -30.9% | +69.0% | +58.6% |
| 10Y | +360.8% | +18.1% | +342.7% | +267.2% |
| All | +1,824.5% | +866.1% | +958.5% | +452.2% |
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