+16.1%
KMB vs SWK
+82.9%
-66.9%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.6% | +4.1% | +2.2% |
| 7D | +0.4% | +11.3% | -10.9% | -2.3% |
| 30D | +14.1% | +28.1% | -13.9% | +7.6% |
| 3M | -0.5% | +12.6% | -13.1% | -3.8% |
| 6M | +16.6% | +51.7% | -35.1% | +6.4% |
| YTD | +13.7% | +60.0% | -46.3% | +2.0% |
| 1Y | +16.1% | +72.7% | -56.6% | +2.8% |
| All | +16.1% | +82.9% | -66.9% | +2.8% |
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