+85.2%
SWK vs GAP
+10.4%
+74.8%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +8.0% | +5.1% | +10.5% |
| 7D | +17.9% | +8.0% | +9.9% | +15.2% |
| 30D | +31.9% | +2.7% | +29.3% | +30.6% |
| 3M | +16.6% | +16.0% | +0.5% | +10.3% |
| 6M | +61.1% | +2.0% | +59.1% | +57.4% |
| YTD | +64.2% | -4.4% | +68.6% | +62.2% |
| 1Y | +85.2% | +9.2% | +76.0% | +66.0% |
| All | +85.2% | +10.4% | +74.8% | +66.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GAP.
Daily Out/Under-Performance
Portfolio return minus GAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GAP 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 GAP 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