+20.1%
SWKS vs KEY
+24.1%
-4.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.7% | +1.4% |
| 7D | -6.2% | -1.3% | -4.9% | -5.7% |
| 30D | -1.5% | +5.1% | -6.6% | -3.7% |
| 3M | +23.0% | -7.1% | +30.1% | +26.6% |
| 6M | +27.6% | -4.4% | +32.0% | +29.4% |
| YTD | +32.3% | +4.0% | +28.3% | +27.3% |
| 1Y | +20.1% | +23.4% | -3.3% | +5.0% |
| All | +20.1% | +24.1% | -4.0% | +5.0% |
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