+23.6%
SWKS vs ASX
+133.5%
-109.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.3% | -3.4% | -1.1% |
| 7D | -3.1% | -9.1% | +6.0% | -1.2% |
| 30D | +8.3% | -23.6% | +31.9% | +15.7% |
| 3M | +20.2% | -5.6% | +25.8% | +18.2% |
| 6M | +24.9% | +4.7% | +20.2% | +16.5% |
| YTD | +33.2% | +122.6% | -89.4% | -1.9% |
| 1Y | +23.6% | +133.0% | -109.4% | -11.5% |
| All | +23.6% | +133.5% | -109.9% | -11.5% |
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