+53.8%
SWK vs AXTX
-90.7%
+144.5%
-14.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +38.5% | -39.2% | -0.4% |
| 7D | -2.3% | -15.5% | +13.2% | -2.3% |
| 30D | +30.4% | -56.6% | +87.0% | +30.1% |
| 3M | +12.1% | -76.6% | +88.7% | +11.8% |
| 6M | +49.1% | -96.4% | +145.5% | +45.4% |
| All | +53.8% | -90.7% | +144.5% | +54.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AXTX.
Daily Out/Under-Performance
Portfolio return minus AXTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXTX 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 AXTX 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