+612.5%
SWK vs BRKR
+197.7%
+414.8%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.2% | -2.6% | -2.8% |
| 7D | +0.1% | +4.2% | -4.1% | -0.7% |
| 30D | -8.9% | +9.3% | -18.2% | -10.6% |
| 3M | +20.5% | +3.8% | +16.7% | +18.3% |
| 6M | +27.1% | +59.5% | -32.4% | +13.9% |
| YTD | +30.2% | +24.2% | +6.0% | +22.0% |
| 1Y | +24.8% | +90.5% | -65.7% | +7.0% |
| 3Y | +16.3% | -3.8% | +20.1% | +12.3% |
| 5Y | -40.1% | -34.8% | -5.3% | -38.5% |
| 10Y | +0.8% | +167.6% | -166.8% | -17.9% |
| All | +612.5% | +197.7% | +414.8% | +333.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling