-32.9%
SWKS vs OPEN
-70.7%
+37.8%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.6% | +2.9% | +3.5% |
| 7D | +12.5% | -4.3% | +16.8% | +13.0% |
| 30D | +10.5% | -16.2% | +26.7% | +12.5% |
| 3M | -7.4% | -36.4% | +29.0% | -3.2% |
| 6M | +32.7% | -35.5% | +68.1% | +37.4% |
| YTD | +19.2% | -46.0% | +65.1% | +25.2% |
| 1Y | +2.4% | -47.1% | +49.5% | +2.4% |
| 3Y | -25.6% | -19.0% | -6.6% | -39.1% |
| 5Y | -53.4% | -83.6% | +30.2% | -58.7% |
| All | -32.9% | -70.7% | +37.8% | -43.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling