+20.1%
SWKS vs OPEN
-81.0%
+101.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -21.8% | +23.0% | +2.5% |
| 7D | -6.2% | -22.2% | +16.1% | -4.9% |
| 30D | -1.5% | -38.3% | +36.8% | +1.3% |
| 3M | +23.0% | -59.4% | +82.3% | +30.3% |
| 6M | +27.6% | -74.4% | +102.0% | +40.3% |
| YTD | +32.3% | -76.0% | +108.3% | +46.3% |
| 1Y | +20.1% | -78.7% | +98.8% | +33.2% |
| All | +20.1% | -81.0% | +101.1% | +33.2% |
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