+47.5%
KORU vs SWKS
-53.5%
+101.0%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +3.5% | +9.9% | +10.0% |
| 7D | +13.0% | +12.5% | +0.5% | +1.1% |
| 30D | +27.3% | +10.5% | +16.8% | +15.7% |
| 3M | -55.3% | -7.4% | -47.9% | -47.4% |
| 6M | +11.6% | +32.7% | -21.1% | -6.8% |
| YTD | +158.5% | +19.2% | +139.4% | +132.7% |
| 1Y | +482.2% | +2.4% | +479.8% | +503.0% |
| 3Y | +471.9% | -25.6% | +497.5% | +634.1% |
| All | +47.5% | -53.5% | +101.0% | +191.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 SWKS 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