+70.8%
KORU vs SWK
+0.7%
+70.1%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.8% | +4.4% | +4.6% |
| 7D | +24.3% | +0.1% | +24.2% | +24.2% |
| 30D | +37.3% | -8.9% | +46.2% | +52.2% |
| 3M | -32.8% | +20.5% | -53.3% | -41.9% |
| 6M | +36.9% | +27.1% | +9.8% | +17.5% |
| YTD | +162.6% | +30.2% | +132.4% | +122.4% |
| 1Y | +467.0% | +24.8% | +442.3% | +392.9% |
| 3Y | +522.4% | +16.3% | +506.1% | +434.2% |
| 5Y | +57.9% | -40.1% | +98.0% | +173.1% |
| 10Y | +70.8% | +0.8% | +70.0% | +91.5% |
| All | +70.8% | +0.7% | +70.1% | +91.5% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling