-83.5%
KORU vs SWK
+47.3%
-130.8%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -0.4% | +6.2% | +6.4% |
| 7D | -35.0% | +11.0% | -46.0% | -46.1% |
| 30D | -65.5% | +30.1% | -95.6% | -81.0% |
| 3M | -58.9% | +14.7% | -73.6% | -68.6% |
| 6M | -83.5% | +44.5% | -128.0% | -93.4% |
| All | -83.5% | +47.3% | -130.8% | -93.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling