+103.1%
KRE vs SWK
+32.9%
+70.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.8% | -1.1% | +0.3% |
| 7D | -0.4% | +10.7% | -11.1% | -5.8% |
| 30D | +6.4% | +33.3% | -26.9% | -8.6% |
| 3M | -3.1% | +14.7% | -17.7% | -10.3% |
| 6M | +6.4% | +48.5% | -42.1% | -14.7% |
| YTD | +15.3% | +63.9% | -48.6% | -13.3% |
| 1Y | +23.3% | +80.4% | -57.2% | -12.2% |
| 3Y | +93.6% | +58.1% | +35.5% | +40.5% |
| 5Y | +13.2% | -24.5% | +37.7% | +19.7% |
| 10Y | +103.1% | +29.5% | +73.6% | +47.3% |
| All | +103.1% | +32.9% | +70.2% | +47.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling