+42.3%
SWKS vs MKSI
+502.4%
-460.1%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.0% | +0.6% | +1.0% |
| 7D | +6.8% | +6.6% | +0.2% | +3.2% |
| 30D | +11.3% | -8.2% | +19.5% | +15.8% |
| 3M | +4.1% | -16.4% | +20.5% | +9.8% |
| 6M | +39.7% | +23.0% | +16.7% | +17.3% |
| YTD | +23.2% | +68.2% | -45.0% | -15.4% |
| 1Y | +5.3% | +148.6% | -143.3% | -44.1% |
| 3Y | -15.1% | +196.0% | -211.1% | -63.5% |
| 5Y | -50.3% | +87.4% | -137.7% | -73.0% |
| 10Y | +42.3% | +523.8% | -481.5% | -67.7% |
| All | +42.3% | +502.4% | -460.1% | -67.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 10y: compounded portfolio wealth divided by compounded MKSI 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…
10y analysis · Full analysis span regression · 6 months rolling