+81.0%
KR vs SWK
-25.5%
+106.4%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.1% | -2.5% |
| 7D | +1.4% | +11.0% | -9.6% | +1.2% |
| 30D | +14.3% | +30.1% | -15.8% | +13.7% |
| 3M | +18.9% | +14.7% | +4.3% | +18.6% |
| 6M | +3.8% | +44.5% | -40.7% | +3.1% |
| YTD | +10.2% | +59.4% | -49.2% | +9.1% |
| 1Y | +9.2% | +77.5% | -68.4% | +7.5% |
| 3Y | +60.3% | +49.5% | +10.8% | +58.2% |
| All | +81.0% | -25.5% | +106.4% | +98.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling