+59.7%
VIK vs SWK
+87.6%
-27.9%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +13.1% | -6.9% | 0.0% |
| 7D | +5.4% | +17.9% | -12.5% | -2.7% |
| 30D | +12.5% | +31.9% | -19.4% | -1.7% |
| 3M | -15.2% | +16.6% | -31.8% | -21.5% |
| 6M | +15.4% | +61.1% | -45.8% | -11.3% |
| YTD | +27.7% | +64.2% | -36.5% | -4.0% |
| 1Y | +59.7% | +85.2% | -25.5% | +13.7% |
| All | +59.7% | +87.6% | -27.9% | +13.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 SWK 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