+72.7%
SWK vs RACE
+5.8%
+66.9%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.3% | -0.3% | -1.4% |
| 7D | +11.3% | +5.7% | +5.6% | +8.7% |
| 30D | +28.1% | +9.3% | +18.8% | +23.3% |
| 3M | +12.6% | +3.8% | +8.8% | +10.6% |
| 6M | +51.7% | +29.8% | +21.9% | +35.6% |
| YTD | +60.0% | +15.6% | +44.3% | +45.4% |
| 1Y | +72.7% | +5.1% | +67.6% | +64.5% |
| All | +72.7% | +5.8% | +66.9% | +64.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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