+36.2%
SWKS vs COO
-12.3%
+48.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | 0.0% |
| 7D | +9.4% | +0.5% | +9.0% | +9.5% |
| 30D | +17.0% | +14.2% | +2.8% | +19.8% |
| 3M | +28.9% | -18.2% | +47.1% | +32.1% |
| 6M | +33.1% | +5.3% | +27.8% | +31.5% |
| YTD | +44.8% | -23.6% | +68.4% | +62.2% |
| 1Y | +36.2% | -12.7% | +48.9% | +47.6% |
| All | +36.2% | -12.3% | +48.5% | +47.6% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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