+20.1%
SWKS vs ASX
+105.3%
-85.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +6.4% | -5.2% | -0.6% |
| 7D | -6.2% | -19.9% | +13.8% | -0.7% |
| 30D | -1.5% | -30.9% | +29.4% | +8.3% |
| 3M | +23.0% | -15.1% | +38.1% | +24.6% |
| 6M | +27.6% | -6.5% | +34.1% | +22.9% |
| YTD | +32.3% | +98.4% | -66.1% | +0.6% |
| 1Y | +20.1% | +107.9% | -87.7% | -11.2% |
| All | +20.1% | +105.3% | -85.2% | -11.2% |
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