-61.9%
KORU vs SWK
+109.2%
-171.1%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -0.4% | +6.2% | +6.2% |
| 7D | -35.0% | +11.0% | -46.0% | -42.7% |
| 30D | -65.5% | +30.1% | -95.6% | -74.9% |
| 3M | -58.9% | +14.7% | -73.6% | -65.4% |
| 6M | -83.5% | +44.5% | -128.0% | -88.4% |
| YTD | -23.9% | +59.4% | -83.3% | -49.4% |
| 1Y | -12.4% | +77.5% | -90.0% | -48.1% |
| 3Y | +82.1% | +49.5% | +32.6% | +16.8% |
| 5Y | -42.6% | -24.9% | -17.7% | -25.1% |
| 10Y | -37.4% | +31.8% | -69.2% | -52.1% |
| All | -61.9% | +109.2% | -171.1% | -80.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling