+250.3%
SWKS vs BLK
+13,445.8%
-13,195.5%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.3% | +3.9% | +3.7% |
| 7D | +12.5% | -3.6% | +16.1% | +14.6% |
| 30D | +10.5% | -1.0% | +11.5% | +10.9% |
| 3M | -7.4% | +10.4% | -17.8% | -12.6% |
| 6M | +32.7% | +8.2% | +24.5% | +25.7% |
| YTD | +19.2% | +6.0% | +13.1% | +13.7% |
| 1Y | +2.4% | +3.3% | -1.0% | -1.0% |
| 3Y | -25.6% | +70.3% | -95.9% | -44.5% |
| 5Y | -53.4% | +34.5% | -87.9% | -60.8% |
| 10Y | +23.2% | +281.9% | -258.8% | -38.3% |
| All | +250.3% | +13,445.8% | -13,195.5% | -47.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling