+954.6%
SWKS vs MKSI
+2,161.7%
-1,207.1%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +4.3% | -0.7% | +1.2% |
| 7D | +12.5% | +1.8% | +10.7% | +11.4% |
| 30D | +10.5% | -16.8% | +27.3% | +21.3% |
| 3M | -7.4% | -21.1% | +13.7% | +1.1% |
| 6M | +32.7% | +10.8% | +21.8% | +17.8% |
| YTD | +19.2% | +63.3% | -44.2% | -16.6% |
| 1Y | +2.4% | +157.0% | -154.6% | -46.1% |
| 3Y | -25.6% | +163.7% | -189.3% | -64.7% |
| 5Y | -53.4% | +82.0% | -135.4% | -73.9% |
| 10Y | +23.2% | +467.2% | -444.0% | -66.6% |
| All | +954.6% | +2,161.7% | -1,207.1% | +26.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling