-46.5%
SWKS vs ONON
+5.5%
-52.0%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.7% | +1.3% |
| 7D | -6.2% | +10.6% | -16.8% | -8.6% |
| 30D | -1.5% | +12.5% | -13.9% | -4.7% |
| 3M | +23.0% | +0.1% | +22.9% | +21.3% |
| 6M | +27.6% | +3.6% | +24.0% | +23.9% |
| YTD | +32.3% | -19.6% | +51.9% | +36.2% |
| 1Y | +20.1% | +5.2% | +14.9% | +14.0% |
| 3Y | +0.6% | +33.1% | -32.5% | -14.1% |
| 5Y | -42.3% | -4.7% | -37.6% | -54.4% |
| All | -46.5% | +5.5% | -52.0% | -58.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ONON.
Daily Out/Under-Performance
Portfolio return minus ONON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONON 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 ONON 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