-3.8%
KORU vs SWK
+73.5%
-77.3%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.2% | -2.7% | -1.5% |
| 7D | +24.3% | -2.0% | +26.3% | +28.5% |
| 30D | -44.8% | +24.6% | -69.4% | -64.0% |
| 3M | -60.0% | +10.8% | -70.8% | -67.3% |
| 6M | -78.7% | +46.1% | -124.7% | -88.7% |
| YTD | -10.6% | +56.8% | -67.4% | -56.1% |
| 1Y | -3.8% | +72.7% | -76.5% | -55.6% |
| All | -3.8% | +73.5% | -77.3% | -55.6% |
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