+18.9%
SWKS vs OPEN
-72.7%
+91.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +13.8% | -16.7% | -3.9% |
| 7D | -4.9% | +3.7% | -8.6% | -5.2% |
| 30D | -1.2% | -14.3% | +13.1% | -0.1% |
| 3M | +24.2% | -51.9% | +76.1% | +31.7% |
| 6M | +21.5% | -61.4% | +82.9% | +30.8% |
| YTD | +33.5% | -66.0% | +99.5% | +45.4% |
| 1Y | +18.9% | -71.4% | +90.3% | +30.4% |
| All | +18.9% | -72.7% | +91.6% | +30.4% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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