+75.3%
SWK vs GAP
-12.4%
+87.6%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.1% | +0.5% |
| 7D | -1.4% | -1.9% | +0.5% | -0.7% |
| 30D | +25.5% | -7.1% | +32.5% | +28.3% |
| 3M | +11.8% | +4.1% | +7.7% | +9.8% |
| 6M | +48.7% | +1.9% | +46.8% | +43.7% |
| YTD | +57.2% | -15.2% | +72.4% | +61.6% |
| 1Y | +75.3% | -10.6% | +85.9% | +72.3% |
| All | +75.3% | -12.4% | +87.6% | +72.3% |
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