+17.5%
SWK vs BAM
+61.4%
-43.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.6% | +0.3% | +0.5% |
| 7D | -0.4% | -2.0% | +1.5% | +0.7% |
| 30D | -5.7% | -2.9% | -2.8% | -4.3% |
| 3M | +24.1% | +9.4% | +14.7% | +17.1% |
| 6M | +24.7% | +10.8% | +14.0% | +16.2% |
| YTD | +33.9% | -0.4% | +34.4% | +32.4% |
| 1Y | +34.7% | -10.9% | +45.5% | +42.2% |
| All | +17.5% | +61.4% | -43.9% | -19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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