-61.9%
KORU vs SWKS
+394.7%
-456.6%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +1.2% | +4.6% | +4.8% |
| 7D | -35.0% | -6.2% | -28.8% | -30.6% |
| 30D | -65.5% | -1.5% | -64.0% | -64.7% |
| 3M | -58.9% | +23.0% | -81.9% | -65.8% |
| 6M | -83.5% | +27.6% | -111.1% | -85.5% |
| YTD | -23.9% | +32.3% | -56.2% | -37.1% |
| 1Y | -12.4% | +20.1% | -32.6% | -21.3% |
| 3Y | +82.1% | +0.6% | +81.4% | +77.6% |
| 5Y | -42.6% | -42.3% | -0.3% | -7.7% |
| 10Y | -37.4% | +35.9% | -73.4% | -38.5% |
| All | -61.9% | +394.7% | -456.6% | -78.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling