+21.3%
NOK vs SWKS
+14.2%
+7.1%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.9% | +0.3% | -1.2% |
| 7D | -10.4% | -4.9% | -5.5% | -8.2% |
| 30D | -19.0% | -1.2% | -17.8% | -18.6% |
| 3M | -16.7% | +24.2% | -40.9% | -25.4% |
| 6M | -37.1% | +21.5% | -58.6% | -41.9% |
| YTD | +27.7% | +33.5% | -5.8% | +11.9% |
| 1Y | +21.3% | +18.9% | +2.4% | +9.5% |
| All | +21.3% | +14.2% | +7.1% | +9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 SWKS 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