+50.0%
SWK vs ALK
+15.2%
+34.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -3.2% | +0.7% | -1.3% |
| 7D | +11.3% | +7.1% | +4.2% | +8.4% |
| 30D | +28.1% | -3.0% | +31.1% | +29.5% |
| 3M | +12.6% | -25.6% | +38.2% | +25.9% |
| 6M | +51.7% | +0.5% | +51.2% | +49.7% |
| YTD | +60.0% | -23.1% | +83.0% | +71.8% |
| 1Y | +72.7% | -7.5% | +80.2% | +71.9% |
| All | +50.0% | +15.2% | +34.8% | +36.8% |
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