+35.3%
SWKS vs MKSI
+351.5%
-316.2%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.6% |
| 7D | -3.1% | +4.0% | -7.2% | -5.9% |
| 30D | +8.3% | -19.3% | +27.6% | +19.2% |
| 3M | +20.2% | -26.9% | +47.1% | +37.9% |
| 6M | +24.9% | -31.7% | +56.7% | +43.5% |
| YTD | +33.2% | +33.9% | -0.8% | +0.7% |
| 1Y | +23.6% | +34.9% | -11.3% | -7.5% |
| 3Y | +1.3% | +207.2% | -206.0% | -59.0% |
| 5Y | -40.6% | +41.1% | -81.7% | -63.0% |
| 10Y | +35.3% | +361.0% | -325.7% | -65.1% |
| All | +35.3% | +351.5% | -316.2% | -65.1% |
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