+133.3%
KEEL vs SWK
+22.8%
+110.5%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.3% | +1.7% | +0.5% |
| 7D | +19.3% | -4.6% | +23.8% | +21.6% |
| 30D | +9.1% | -9.9% | +19.0% | +14.1% |
| 3M | -31.5% | +15.4% | -47.0% | -37.0% |
| 6M | +75.8% | +25.0% | +50.9% | +53.8% |
| YTD | +57.9% | +27.2% | +30.6% | +38.0% |
| 1Y | +133.3% | +24.6% | +108.7% | +125.0% |
| All | +133.3% | +22.8% | +110.5% | +125.0% |
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