+176.5%
SWKS vs BRKR
+177.6%
-1.1%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -6.8% | +8.3% | +3.6% |
| 7D | +6.8% | -7.8% | +14.6% | +9.3% |
| 30D | +11.3% | -3.4% | +14.6% | +12.2% |
| 3M | +4.1% | -4.8% | +8.9% | +3.2% |
| 6M | +39.7% | +46.7% | -7.0% | +19.2% |
| YTD | +23.2% | +15.8% | +7.4% | +12.4% |
| 1Y | +5.3% | +75.4% | -70.2% | -16.6% |
| 3Y | -15.1% | -10.3% | -4.8% | -20.0% |
| 5Y | -50.3% | -38.8% | -11.6% | -48.0% |
| 10Y | +42.3% | +158.2% | -115.9% | -2.9% |
| All | +176.5% | +177.6% | -1.1% | +25.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling