+35.9%
KLAC vs SWK
+76.3%
-40.4%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.7% | +5.9% | +5.6% |
| 7D | +7.5% | -2.3% | +9.8% | +8.9% |
| 30D | -15.3% | +30.4% | -45.7% | -27.4% |
| 3M | -19.6% | +12.1% | -31.7% | -24.4% |
| 6M | -12.5% | +49.1% | -61.6% | -30.3% |
| YTD | +33.0% | +60.4% | -27.4% | +0.8% |
| 1Y | +35.9% | +78.3% | -42.4% | +0.9% |
| All | +35.9% | +76.3% | -40.4% | +0.9% |
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