-13.6%
SKDD vs SWK
+35.1%
-48.8%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +13.1% | -2.7% | +5.4% |
| 7D | +28.7% | +17.9% | +10.8% | +22.4% |
| 30D | +54.1% | +31.9% | +22.1% | +45.8% |
| 3M | -22.7% | +16.6% | -39.3% | -21.9% |
| All | -13.6% | +35.1% | -48.8% | -11.9% |
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 1y: 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…
1y analysis · Full analysis span regression · Available span rolling