+194.4%
SWKS vs ASX
+3,515.0%
-3,320.6%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +9.1% |
| 3M | -7.4% | -1.3% | -6.1% | -8.9% |
| 6M | +32.7% | +71.4% | -38.8% | +1.7% |
| YTD | +19.2% | +135.3% | -116.2% | -21.1% |
| 1Y | +2.4% | +267.5% | -265.1% | -44.7% |
| 3Y | -25.6% | +388.5% | -414.1% | -64.9% |
| 5Y | -53.4% | +417.1% | -470.5% | -78.8% |
| 10Y | +23.2% | +872.7% | -849.6% | -59.3% |
| All | +194.4% | +3,515.0% | -3,320.6% | -61.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling