+85.2%
SWK vs BRKR
+65.8%
+19.4%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +12.9% | +0.2% | +10.4% |
| 7D | +17.9% | +2.9% | +15.0% | +16.8% |
| 30D | +31.9% | -0.1% | +32.1% | +31.3% |
| 3M | +16.6% | +26.9% | -10.4% | +10.4% |
| 6M | +61.1% | +75.6% | -14.5% | +31.8% |
| YTD | +64.2% | +35.8% | +28.4% | +41.3% |
| 1Y | +85.2% | +58.6% | +26.6% | +43.8% |
| All | +85.2% | +65.8% | +19.4% | +43.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 1y: compounded portfolio wealth divided by compounded BRKR 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…
1y analysis · Full analysis span regression · 6 months rolling