+2.4%
SWKS vs BRKR
+100.6%
-98.2%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.5% | +5.1% | +3.6% |
| 7D | +12.5% | +2.5% | +10.0% | +12.3% |
| 30D | +10.5% | +11.5% | -1.0% | +9.7% |
| 3M | -7.4% | -2.4% | -5.0% | -8.5% |
| 6M | +32.7% | +52.3% | -19.6% | +23.0% |
| YTD | +19.2% | +24.5% | -5.3% | +13.2% |
| 1Y | +2.4% | +97.3% | -95.0% | -6.9% |
| All | +2.4% | +100.6% | -98.2% | -6.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 1y: compounded portfolio wealth divided by compounded BRKR 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…
1y analysis · Full analysis span regression · 6 months rolling