-36.9%
KORU vs SWK
-30.7%
-6.2%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.2% | -5.6% | -5.6% |
| 7D | +11.1% | -1.4% | +12.5% | +12.8% |
| 30D | -40.6% | +25.5% | -66.1% | -53.1% |
| 3M | -63.9% | +11.8% | -75.7% | -68.0% |
| 6M | -82.8% | +48.7% | -131.5% | -87.6% |
| YTD | -15.4% | +57.2% | -72.6% | -39.3% |
| 1Y | -3.3% | +75.3% | -78.5% | -36.3% |
| 3Y | +136.2% | +51.9% | +84.2% | +65.0% |
| All | -36.9% | -30.7% | -6.2% | -23.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling