+17.5%
SWK vs BBAI
+63.1%
-45.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.0% | +2.9% | +1.0% |
| 7D | -0.4% | -4.3% | +3.8% | -0.2% |
| 30D | -5.7% | -3.6% | -2.1% | -5.5% |
| 3M | +24.1% | -38.8% | +62.9% | +27.6% |
| 6M | +24.7% | -23.8% | +48.5% | +26.0% |
| YTD | +33.9% | -45.9% | +79.9% | +37.7% |
| 1Y | +34.7% | -40.8% | +75.5% | +36.3% |
| All | +17.5% | +63.1% | -45.6% | -3.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling