+22.5%
KORU vs SWK
+87.6%
-65.1%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +13.1% | -18.4% | -24.3% |
| 7D | -24.3% | +17.9% | -42.2% | -44.4% |
| 30D | -54.2% | +31.9% | -86.2% | -73.4% |
| 3M | -45.4% | +16.6% | -62.0% | -59.6% |
| 6M | -66.5% | +61.1% | -127.6% | -84.6% |
| YTD | +14.9% | +64.2% | -49.3% | -48.1% |
| 1Y | +22.5% | +85.2% | -62.7% | -49.4% |
| All | +22.5% | +87.6% | -65.1% | -49.4% |
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