+31.3%
SWKS vs AXTX
-92.0%
+123.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +21.0% | -20.2% | -0.5% |
| 7D | -2.7% | -29.2% | +26.4% | -1.8% |
| 30D | +8.5% | -69.6% | +78.1% | +13.9% |
| 3M | +17.3% | -86.5% | +103.8% | +25.7% |
| 6M | +25.1% | -96.4% | +121.5% | +42.4% |
| All | +31.3% | -92.0% | +123.2% | +38.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling