+8,007.1%
SWKS vs ALK
+839.9%
+7,167.3%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.5% | +2.0% | +3.0% |
| 7D | +12.5% | -0.7% | +13.2% | +12.8% |
| 30D | +10.5% | -19.2% | +29.7% | +18.2% |
| 3M | -7.4% | -1.5% | -5.9% | -7.8% |
| 6M | +32.7% | -13.1% | +45.7% | +35.3% |
| YTD | +19.2% | -16.4% | +35.6% | +22.3% |
| 1Y | +2.4% | -33.1% | +35.5% | +12.3% |
| 3Y | -25.6% | +0.6% | -26.2% | -31.4% |
| 5Y | -53.4% | -26.4% | -27.0% | -53.1% |
| 10Y | +23.2% | -34.2% | +57.3% | +14.9% |
| All | +8,007.1% | +839.9% | +7,167.3% | +2,543.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 all: compounded portfolio wealth divided by compounded ALK 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…
all analysis · Full analysis span regression · 6 months rolling