-30.8%
SWK vs BBAI
-77.0%
+46.2%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.7% |
| 7D | -2.3% | -10.2% | +7.9% | -2.1% |
| 30D | +30.4% | 0.0% | +30.4% | +30.4% |
| 3M | +12.1% | -30.9% | +43.1% | +13.0% |
| 6M | +49.1% | -46.8% | +95.8% | +50.8% |
| YTD | +60.4% | -57.4% | +117.9% | +62.7% |
| 1Y | +78.3% | -62.0% | +140.4% | +81.0% |
| 3Y | +53.3% | +47.4% | +5.9% | +49.6% |
| 5Y | -27.0% | -77.0% | +50.0% | -34.2% |
| All | -30.8% | -77.0% | +46.2% | -37.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI 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 10y: compounded portfolio wealth divided by compounded BBAI 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…
10y analysis · Full analysis span regression · 6 months rolling