+4,638.2%
KO vs SWK
+1,536.3%
+3,101.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | 0.0% |
| 7D | +1.7% | +11.0% | -9.3% | -0.6% |
| 30D | +11.5% | +30.1% | -18.6% | +5.6% |
| 3M | +10.8% | +14.7% | -3.8% | +7.5% |
| 6M | +22.3% | +44.5% | -22.2% | +12.7% |
| YTD | +39.5% | +59.4% | -19.9% | +25.2% |
| 1Y | +42.2% | +77.5% | -35.3% | +24.6% |
| 3Y | +83.1% | +49.5% | +33.6% | +60.6% |
| 5Y | +94.8% | -24.9% | +119.7% | +93.4% |
| 10Y | +212.9% | +31.8% | +181.1% | +161.4% |
| All | +4,638.2% | +1,536.3% | +3,101.9% | +1,671.9% |
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 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