+24.8%
SWK vs CAI
-28.5%
+53.3%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | CAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.0% | -1.8% | -2.7% |
| 7D | +0.1% | +0.2% | 0.0% | +0.1% |
| 30D | -8.9% | +9.1% | -18.1% | -10.1% |
| 3M | +20.5% | +53.8% | -33.3% | +13.1% |
| 6M | +27.1% | +33.5% | -6.4% | +20.0% |
| YTD | +30.2% | -8.0% | +38.2% | +29.1% |
| 1Y | +24.8% | -28.7% | +53.5% | +28.8% |
| All | +24.8% | -28.5% | +53.3% | +28.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CAI.
Daily Out/Under-Performance
Portfolio return minus CAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAI 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded CAI 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling