+22.1%
SWKS vs IBKR
+46.7%
-24.6%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.2% | +3.0% | +4.6% |
| 7D | +19.4% | -1.3% | +20.7% | +19.7% |
| 30D | +26.8% | -0.2% | +27.0% | +26.3% |
| 3M | +21.5% | +3.0% | +18.5% | +20.0% |
| 6M | +61.0% | +33.9% | +27.1% | +46.4% |
| YTD | +42.2% | +42.5% | -0.3% | +24.4% |
| 1Y | +22.1% | +44.9% | -22.7% | +9.9% |
| All | +22.1% | +46.7% | -24.6% | +9.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IBKR.
Daily Out/Under-Performance
Portfolio return minus IBKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBKR 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 IBKR 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