-42.3%
SWK vs BBAI
-70.8%
+28.5%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.0% | +2.9% | +0.9% |
| 7D | -0.4% | -4.3% | +3.8% | -0.4% |
| 30D | -5.7% | -3.6% | -2.1% | -5.7% |
| 3M | +24.1% | -38.8% | +62.9% | +25.2% |
| 6M | +24.7% | -23.8% | +48.5% | +25.2% |
| YTD | +33.9% | -45.9% | +79.9% | +35.2% |
| 1Y | +34.7% | -40.8% | +75.5% | +35.3% |
| 3Y | +15.3% | +69.8% | -54.5% | +12.0% |
| 5Y | -39.3% | -70.3% | +31.0% | -45.7% |
| All | -42.3% | -70.8% | +28.5% | -48.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling