+18.9%
SWKS vs RACE
+10.6%
+8.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +4.3% | -7.2% | -3.8% |
| 7D | -4.9% | +9.9% | -14.9% | -7.0% |
| 30D | -1.2% | +12.8% | -14.0% | -3.9% |
| 3M | +24.2% | +7.4% | +16.8% | +22.0% |
| 6M | +21.5% | +27.6% | -6.1% | +15.6% |
| YTD | +33.5% | +18.4% | +15.1% | +27.6% |
| 1Y | +18.9% | +9.5% | +9.4% | +18.1% |
| All | +18.9% | +10.6% | +8.4% | +18.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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