-14.0%
KR vs SWK
+24.6%
-38.6%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.8% | +0.4% | -2.5% |
| 7D | -1.3% | +0.1% | -1.4% | -1.3% |
| 30D | +1.5% | -8.9% | +10.4% | +0.9% |
| 3M | -8.5% | +20.5% | -29.0% | -7.3% |
| 6M | -21.9% | +27.1% | -49.0% | -20.1% |
| YTD | -6.9% | +30.2% | -37.1% | -5.1% |
| 1Y | -14.0% | +24.8% | -38.7% | -12.5% |
| All | -14.0% | +24.6% | -38.6% | -12.5% |
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