+60.5%
SWKS vs BRKR
+155.3%
-94.8%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.2% | +5.4% | +5.2% |
| 7D | +19.4% | -8.7% | +28.0% | +23.6% |
| 30D | +26.8% | -9.9% | +36.6% | +31.8% |
| 3M | +21.5% | -3.1% | +24.6% | +18.3% |
| 6M | +61.0% | +45.5% | +15.5% | +26.7% |
| YTD | +42.2% | +13.7% | +28.5% | +24.2% |
| 1Y | +22.1% | +67.4% | -45.3% | -13.4% |
| 3Y | -0.9% | -13.2% | +12.3% | -9.8% |
| 5Y | -42.6% | -39.5% | -3.2% | -38.7% |
| All | +60.5% | +155.3% | -94.8% | -10.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling