+36.1%
SWK vs BAM
+78.0%
-41.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.6% | +0.3% | +0.5% |
| 7D | -0.4% | -2.0% | +1.5% | +0.6% |
| 30D | -5.7% | -2.9% | -2.8% | -4.4% |
| 3M | +24.1% | +9.4% | +14.7% | +17.4% |
| 6M | +24.7% | +10.8% | +14.0% | +16.6% |
| YTD | +33.9% | -0.4% | +34.4% | +32.5% |
| 1Y | +34.7% | -10.9% | +45.5% | +41.6% |
| 3Y | +15.3% | +61.3% | -46.0% | -15.5% |
| All | +36.1% | +78.0% | -41.9% | -6.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling