+17.9%
SWKS vs MKSI
+143.3%
-125.5%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | -2.3% | +12.1% | +10.4% |
| 7D | +17.5% | +4.9% | +12.6% | +15.8% |
| 30D | +23.0% | -11.0% | +33.9% | +26.6% |
| 3M | +19.5% | -17.1% | +36.6% | +24.2% |
| 6M | +54.3% | +16.4% | +37.9% | +47.9% |
| YTD | +35.3% | +64.3% | -29.0% | +16.6% |
| 1Y | +17.9% | +137.7% | -119.9% | -11.1% |
| All | +17.9% | +143.3% | -125.5% | -11.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling