+77.5%
SWK vs ALK
-6.6%
+84.1%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.0% | -0.6% |
| 7D | +11.0% | +9.0% | +2.0% | +7.3% |
| 30D | +30.1% | -1.6% | +31.7% | +30.6% |
| 3M | +14.7% | -23.2% | +37.8% | +26.6% |
| 6M | +44.5% | -3.9% | +48.4% | +45.3% |
| YTD | +59.4% | -22.6% | +82.0% | +68.3% |
| 1Y | +77.5% | -5.3% | +82.9% | +70.1% |
| All | +77.5% | -6.6% | +84.1% | +70.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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