+50.0%
SWK vs BBAI
+47.0%
+3.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -13.3% | +10.7% | -1.7% |
| 7D | +11.3% | -16.9% | +28.1% | +12.5% |
| 30D | +28.1% | -14.0% | +42.0% | +29.1% |
| 3M | +12.6% | -26.7% | +39.3% | +14.6% |
| 6M | +51.7% | -46.4% | +98.1% | +56.8% |
| YTD | +60.0% | -58.9% | +118.9% | +66.9% |
| 1Y | +72.7% | -63.8% | +136.5% | +80.7% |
| All | +50.0% | +47.0% | +3.0% | +26.6% |
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