+33.8%
SWKS vs JD
-10.8%
+44.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.3% | +4.0% | +2.8% |
| 7D | +10.9% | -4.0% | +14.9% | +11.0% |
| 30D | +17.6% | +2.7% | +14.9% | +17.4% |
| 3M | +29.2% | -13.0% | +42.2% | +31.2% |
| 6M | +37.0% | -12.7% | +49.7% | +39.1% |
| YTD | +44.9% | -0.8% | +45.7% | +44.9% |
| 1Y | +33.8% | -8.9% | +42.7% | +41.9% |
| All | +33.8% | -10.8% | +44.7% | +41.9% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 JD 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