+14.1%
SWKS vs CAPR
+41.9%
-27.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.6% | +1.5% | -2.1% |
| 7D | -9.2% | +29.7% | -38.9% | -9.2% |
| 30D | -1.9% | +11.0% | -12.9% | -1.9% |
| 3M | +21.2% | +118.8% | -97.6% | +21.0% |
| 6M | +12.9% | -73.9% | +86.8% | +13.3% |
| YTD | +30.7% | -70.2% | +100.9% | +31.0% |
| 1Y | +14.1% | +38.3% | -24.1% | +12.1% |
| All | +14.1% | +41.9% | -27.8% | +12.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 CAPR 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