+21.5%
SWKS vs KEY
+1.1%
+20.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.5% | -4.4% | -3.3% |
| 7D | -4.9% | +1.7% | -6.6% | -5.4% |
| 30D | -1.2% | +6.8% | -8.0% | -3.1% |
| 3M | +24.2% | -5.8% | +30.0% | +25.8% |
| 6M | +21.5% | +1.4% | +20.0% | +22.7% |
| All | +21.5% | +1.1% | +20.4% | +22.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling