+4,989.5%
KR vs SWK
+1,536.3%
+3,453.2%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.1% | -2.4% |
| 7D | +1.4% | +11.0% | -9.6% | -0.5% |
| 30D | +14.3% | +30.1% | -15.8% | +9.2% |
| 3M | +18.9% | +14.7% | +4.3% | +15.9% |
| 6M | +3.8% | +44.5% | -40.7% | -3.2% |
| YTD | +10.2% | +59.4% | -49.2% | +0.4% |
| 1Y | +9.2% | +77.5% | -68.4% | -2.7% |
| 3Y | +60.3% | +49.5% | +10.8% | +42.4% |
| 5Y | +78.3% | -24.9% | +103.2% | +77.1% |
| 10Y | +169.9% | +31.8% | +138.1% | +121.4% |
| All | +4,989.5% | +1,536.3% | +3,453.2% | +1,584.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling