+14.1%
SWKS vs KEY
+26.0%
-11.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.7% | +0.7% | -0.9% |
| 7D | -9.2% | -2.5% | -6.7% | -8.3% |
| 30D | -1.9% | +4.1% | -6.0% | -3.6% |
| 3M | +21.2% | -8.4% | +29.6% | +25.6% |
| 6M | +12.9% | -2.3% | +15.2% | +13.3% |
| YTD | +30.7% | +4.6% | +26.2% | +25.4% |
| 1Y | +14.1% | +24.6% | -10.4% | -1.0% |
| All | +14.1% | +26.0% | -11.9% | -1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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