+2.4%
SWKS vs ACWI
+23.6%
-21.2%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | 0.0% | +3.6% | +3.6% |
| 7D | +12.5% | +0.5% | +12.0% | +11.7% |
| 30D | +10.5% | +0.9% | +9.6% | +9.2% |
| 3M | -7.4% | +2.4% | -9.8% | -10.0% |
| 6M | +32.7% | +12.4% | +20.3% | +17.2% |
| YTD | +19.2% | +15.2% | +4.0% | -0.1% |
| 1Y | +2.4% | +22.7% | -20.3% | -23.5% |
| All | +2.4% | +23.6% | -21.2% | -23.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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