+1,148.4%
NOK vs SWK
+1,259.5%
-111.1%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.7% | -2.6% | -7.1% | -8.6% |
| 7D | -19.9% | +11.3% | -31.1% | -24.0% |
| 30D | -32.0% | +28.1% | -60.1% | -39.5% |
| 3M | -22.1% | +12.6% | -34.7% | -26.9% |
| 6M | -44.4% | +51.7% | -96.1% | -54.5% |
| YTD | +15.3% | +60.0% | -44.7% | -9.0% |
| 1Y | +8.9% | +72.7% | -63.8% | -17.1% |
| 3Y | +129.7% | +46.3% | +83.4% | +77.6% |
| 5Y | +43.9% | -24.6% | +68.6% | +43.6% |
| 10Y | +110.7% | +32.2% | +78.5% | +43.9% |
| All | +1,148.4% | +1,259.5% | -111.1% | +215.4% |
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