+17.5%
SWK vs ALK
+2.1%
+15.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.5% | -0.7% | +0.3% |
| 7D | -0.4% | -0.7% | +0.2% | -0.2% |
| 30D | -5.7% | -19.2% | +13.5% | +2.4% |
| 3M | +24.1% | -1.5% | +25.6% | +24.1% |
| 6M | +24.7% | -13.1% | +37.8% | +29.1% |
| YTD | +33.9% | -16.4% | +50.4% | +39.7% |
| 1Y | +34.7% | -33.1% | +67.7% | +52.2% |
| All | +17.5% | +2.1% | +15.4% | +11.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling