+35.3%
SWKS vs BLK
+323.7%
-288.4%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.8% | -0.6% |
| 7D | -3.1% | +5.2% | -8.4% | -7.1% |
| 30D | +8.3% | +12.9% | -4.6% | -1.7% |
| 3M | +20.2% | +8.6% | +11.7% | +11.8% |
| 6M | +24.9% | +13.9% | +11.1% | +11.1% |
| YTD | +33.2% | +16.1% | +17.1% | +15.0% |
| 1Y | +23.6% | +15.3% | +8.3% | +7.3% |
| 3Y | +1.3% | +96.5% | -95.2% | -42.0% |
| 5Y | -40.6% | +43.8% | -84.4% | -57.6% |
| 10Y | +35.3% | +316.8% | -281.5% | -56.7% |
| All | +35.3% | +323.7% | -288.4% | -56.7% |
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