+14.1%
SWKS vs ASX
+94.3%
-80.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -20.8% | +18.7% | +4.0% |
| 7D | -9.2% | -33.3% | +24.1% | +1.5% |
| 30D | -1.9% | -36.5% | +34.6% | +10.7% |
| 3M | +21.2% | -19.2% | +40.4% | +24.5% |
| 6M | +12.9% | -10.2% | +23.1% | +9.8% |
| YTD | +30.7% | +86.5% | -55.7% | -0.8% |
| 1Y | +14.1% | +89.6% | -75.5% | -13.9% |
| All | +14.1% | +94.3% | -80.2% | -13.9% |
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