+4,934.8%
KNX vs SWK
+1,035.9%
+3,898.9%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.9% | +2.9% | +3.4% |
| 7D | +7.4% | -0.4% | +7.8% | +7.6% |
| 30D | +2.0% | -5.7% | +7.7% | +4.4% |
| 3M | -7.9% | +24.1% | -31.9% | -16.1% |
| 6M | +14.4% | +24.7% | -10.3% | +3.5% |
| YTD | +38.9% | +33.9% | +5.0% | +22.0% |
| 1Y | +65.9% | +34.7% | +31.2% | +44.7% |
| 3Y | +35.8% | +15.3% | +20.6% | +22.9% |
| 5Y | +43.3% | -39.3% | +82.6% | +61.5% |
| 10Y | +179.6% | +2.5% | +177.1% | +137.4% |
| All | +4,934.8% | +1,035.9% | +3,898.9% | +1,768.5% |
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