+1,543.5%
SWK vs ALK
+794.3%
+749.2%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +8.8% | +4.3% | +10.5% |
| 7D | +17.9% | +12.4% | +5.5% | +14.1% |
| 30D | +31.9% | +2.1% | +29.9% | +31.1% |
| 3M | +16.6% | -23.9% | +40.4% | +25.8% |
| 6M | +61.1% | +8.2% | +52.9% | +56.4% |
| YTD | +64.2% | -20.5% | +84.7% | +72.4% |
| 1Y | +85.2% | -1.0% | +86.3% | +82.5% |
| 3Y | +50.2% | +19.2% | +31.0% | +36.7% |
| 5Y | -22.8% | -28.2% | +5.4% | -20.2% |
| 10Y | +35.8% | -39.2% | +74.9% | +36.9% |
| All | +1,543.5% | +794.3% | +749.2% | +617.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling