+31.2%
KKR vs SWK
-30.7%
+61.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.8% |
| 7D | +1.6% | -1.4% | +3.0% | +2.3% |
| 30D | +14.5% | +25.5% | -10.9% | +2.3% |
| 3M | -15.0% | +11.8% | -26.7% | -19.8% |
| 6M | +1.0% | +48.7% | -47.7% | -17.7% |
| YTD | -22.6% | +57.2% | -79.8% | -39.6% |
| 1Y | -18.2% | +75.3% | -93.5% | -39.7% |
| 3Y | +56.4% | +51.9% | +4.4% | +16.9% |
| All | +31.2% | -30.7% | +61.9% | +35.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling