+32.1%
SWKS vs ASX
+754.3%
-722.1%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +6.4% | -5.2% | -2.0% |
| 7D | -6.2% | -19.9% | +13.8% | +3.1% |
| 30D | -1.5% | -30.9% | +29.4% | +14.6% |
| 3M | +23.0% | -15.1% | +38.1% | +27.1% |
| 6M | +27.6% | -6.5% | +34.1% | +21.6% |
| YTD | +32.3% | +98.4% | -66.1% | -18.0% |
| 1Y | +20.1% | +107.9% | -87.7% | -27.6% |
| 3Y | +0.6% | +325.3% | -324.6% | -60.9% |
| 5Y | -42.3% | +447.3% | -489.6% | -80.8% |
| All | +32.1% | +754.3% | -722.1% | -68.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling