-25.2%
SWKS vs ASX
+390.9%
-416.1%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.2% | +3.3% | +3.4% |
| 7D | +12.5% | -0.7% | +13.2% | +12.8% |
| 30D | +10.5% | +2.0% | +8.5% | +8.8% |
| 3M | -7.4% | -1.3% | -6.1% | -9.4% |
| 6M | +32.7% | +71.4% | -38.8% | -4.1% |
| YTD | +19.2% | +135.3% | -116.2% | -29.0% |
| 1Y | +2.4% | +267.5% | -265.1% | -54.1% |
| All | -25.2% | +390.9% | -416.1% | -75.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling