+117,330.7%
KLAC vs SWK
+1,536.3%
+115,794.4%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -0.4% | +7.1% | +6.9% |
| 7D | -12.3% | +11.0% | -23.3% | -17.4% |
| 30D | -29.6% | +30.1% | -59.7% | -38.9% |
| 3M | -28.2% | +14.7% | -42.9% | -33.8% |
| 6M | -23.6% | +44.5% | -68.1% | -36.8% |
| YTD | +14.4% | +59.4% | -45.0% | -10.5% |
| 1Y | +15.4% | +77.5% | -62.1% | -14.6% |
| 3Y | +184.3% | +49.5% | +134.8% | +119.0% |
| 5Y | +248.9% | -24.9% | +273.8% | +262.9% |
| 10Y | +2,076.9% | +31.8% | +2,045.2% | +1,547.0% |
| All | +117,330.7% | +1,536.3% | +115,794.4% | +35,517.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling