-16.4%
SWKS vs MKSI
+191.2%
-207.6%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.0% | -0.2% | +1.0% |
| 7D | +11.8% | +7.7% | +4.1% | +8.4% |
| 30D | +6.7% | -12.9% | +19.6% | +12.6% |
| 3M | 0.0% | -14.8% | +14.9% | +3.7% |
| 6M | +38.7% | +26.6% | +12.1% | +19.7% |
| YTD | +21.4% | +66.6% | -45.2% | -9.7% |
| 1Y | +2.9% | +144.6% | -141.7% | -38.2% |
| 3Y | -16.4% | +193.1% | -209.5% | -60.0% |
| All | -16.4% | +191.2% | -207.6% | -60.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling