+42.3%
SWKS vs BLK
+270.9%
-228.5%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.1% | +3.7% | +3.1% |
| 7D | +6.8% | -2.7% | +9.5% | +8.8% |
| 30D | +11.3% | -4.8% | +16.0% | +15.0% |
| 3M | +4.1% | +6.5% | -2.4% | -1.8% |
| 6M | +39.7% | +13.2% | +26.5% | +24.6% |
| YTD | +23.2% | +1.8% | +21.4% | +18.3% |
| 1Y | +5.3% | -1.0% | +6.2% | +3.0% |
| 3Y | -15.1% | +66.0% | -81.1% | -44.4% |
| 5Y | -50.3% | +31.2% | -81.6% | -61.8% |
| 10Y | +42.3% | +278.5% | -236.2% | -49.6% |
| All | +42.3% | +270.9% | -228.5% | -49.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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