+8.9%
KR vs SWK
+77.0%
-68.1%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.4% | +2.3% | +0.8% |
| 7D | +2.7% | +11.3% | -8.6% | +3.1% |
| 30D | +11.3% | +31.5% | -20.2% | +13.4% |
| 3M | +22.3% | +14.4% | +7.9% | +23.1% |
| 6M | +5.8% | +46.4% | -40.6% | +9.6% |
| YTD | +11.7% | +61.6% | -49.9% | +17.0% |
| 1Y | +8.9% | +78.7% | -69.9% | +13.6% |
| All | +8.9% | +77.0% | -68.1% | +13.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling