+30.5%
SWKS vs RACE
+752.7%
-722.2%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.3% | +0.3% | -0.8% |
| 7D | -9.2% | +5.7% | -14.9% | -12.2% |
| 30D | -1.9% | +9.3% | -11.2% | -6.9% |
| 3M | +21.2% | +3.8% | +17.4% | +18.2% |
| 6M | +12.9% | +29.8% | -16.9% | -4.3% |
| YTD | +30.7% | +15.6% | +15.1% | +17.0% |
| 1Y | +14.1% | +5.1% | +9.1% | +8.0% |
| 3Y | -1.7% | +30.8% | -32.5% | -23.8% |
| 5Y | -43.0% | +67.4% | -110.4% | -63.3% |
| All | +30.5% | +752.7% | -722.2% | -56.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling