+18.9%
SWKS vs ASX
+144.4%
-125.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.9% | +1.0% | -1.7% |
| 7D | -4.9% | -14.6% | +9.7% | -0.3% |
| 30D | -1.2% | -21.1% | +19.9% | +5.7% |
| 3M | +24.2% | -3.1% | +27.2% | +22.4% |
| 6M | +21.5% | +17.4% | +4.1% | +10.0% |
| YTD | +33.5% | +135.3% | -101.8% | -5.3% |
| 1Y | +18.9% | +146.5% | -127.6% | -18.3% |
| All | +18.9% | +144.4% | -125.5% | -18.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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