+8,007.1%
SWKS vs KEY
+1,050.5%
+6,956.6%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.3% | +3.3% | +3.4% |
| 7D | +12.5% | +2.2% | +10.3% | +11.7% |
| 30D | +10.5% | -3.0% | +13.5% | +11.7% |
| 3M | -7.4% | +3.3% | -10.7% | -8.5% |
| 6M | +32.7% | +9.2% | +23.5% | +28.5% |
| YTD | +19.2% | +10.6% | +8.5% | +14.8% |
| 1Y | +2.4% | +20.4% | -18.0% | -4.4% |
| 3Y | -25.6% | +121.8% | -147.5% | -44.5% |
| 5Y | -53.4% | +41.1% | -94.6% | -61.3% |
| 10Y | +23.2% | +168.5% | -145.4% | -23.7% |
| All | +8,007.1% | +1,050.5% | +6,956.6% | +2,441.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling