+19.6%
KMI vs SWK
+77.0%
-57.4%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.4% | +3.4% | +1.9% |
| 7D | -5.1% | +11.3% | -16.4% | -3.8% |
| 30D | -3.1% | +31.5% | -34.6% | -0.5% |
| 3M | +0.2% | +14.4% | -14.2% | +1.8% |
| 6M | +1.1% | +46.4% | -45.3% | +5.0% |
| YTD | +17.7% | +61.6% | -43.9% | +23.3% |
| 1Y | +19.6% | +78.7% | -59.1% | +25.7% |
| All | +19.6% | +77.0% | -57.4% | +25.7% |
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