+3.6%
SWKS vs BAM
+84.8%
-81.3%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -1.7% | +7.7% | +6.8% |
| 7D | +5.7% | -2.9% | +8.6% | +7.0% |
| 30D | +17.3% | +14.7% | +2.6% | +9.3% |
| 3M | +28.3% | -4.1% | +32.4% | +30.0% |
| 6M | +26.1% | +9.6% | +16.5% | +18.4% |
| YTD | +41.1% | +3.4% | +37.7% | +36.1% |
| 1Y | +31.4% | +1.0% | +30.4% | +28.2% |
| 3Y | +7.3% | +88.2% | -80.9% | -22.7% |
| All | +3.6% | +84.8% | -81.3% | -26.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 5y: compounded portfolio wealth divided by compounded BAM 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…
5y analysis · Full analysis span regression · 6 months rolling