+169.8%
NOK vs SWKS
-25.5%
+195.3%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +3.5% | -0.9% | +1.5% |
| 7D | -1.8% | +12.5% | -14.3% | -5.5% |
| 30D | +4.7% | +10.5% | -5.8% | +1.3% |
| 3M | -39.7% | -7.4% | -32.3% | -38.4% |
| 6M | +23.1% | +32.7% | -9.6% | +14.9% |
| YTD | +55.0% | +19.2% | +35.9% | +47.4% |
| 1Y | +118.0% | +2.4% | +115.7% | +114.9% |
| All | +169.8% | -25.5% | +195.3% | +157.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling