+38.9%
SWKS vs AXTX
-90.7%
+129.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +38.5% | -32.6% | +3.5% |
| 7D | +5.7% | -15.5% | +21.2% | +5.2% |
| 30D | +17.3% | -56.6% | +73.9% | +20.0% |
| 3M | +28.3% | -76.6% | +104.9% | +32.3% |
| 6M | +26.1% | -96.4% | +122.5% | +43.6% |
| All | +38.9% | -90.7% | +129.6% | +44.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AXTX.
Daily Out/Under-Performance
Portfolio return minus AXTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXTX 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 10y: compounded portfolio wealth divided by compounded AXTX 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…
10y analysis · Full analysis span regression · 6 months rolling