+0.8%
SWK vs TKO
+962.1%
-961.3%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TKO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +5.0% | -7.8% | -4.2% |
| 7D | +0.1% | +7.2% | -7.0% | -1.8% |
| 30D | -8.9% | +4.7% | -13.6% | -10.2% |
| 3M | +20.5% | -3.2% | +23.7% | +21.1% |
| 6M | +27.1% | -2.9% | +30.0% | +27.3% |
| YTD | +30.2% | -5.8% | +36.0% | +31.3% |
| 1Y | +24.8% | -1.1% | +25.8% | +23.9% |
| 3Y | +16.3% | +111.1% | -94.8% | -7.0% |
| 5Y | -40.1% | +315.6% | -355.7% | -61.3% |
| 10Y | +0.8% | +978.5% | -977.7% | -45.0% |
| All | +0.8% | +962.1% | -961.3% | -45.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TKO.
Daily Out/Under-Performance
Portfolio return minus TKO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TKO 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 10y: compounded portfolio wealth divided by compounded TKO 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…
10y analysis · Full analysis span regression · 6 months rolling