+126.5%
KRE vs SWK
+3.3%
+123.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | +0.1% |
| 7D | +1.3% | -0.4% | +1.8% | +1.5% |
| 30D | -2.7% | -5.7% | +3.0% | +0.2% |
| 3M | +8.2% | +24.1% | -15.9% | -4.2% |
| 6M | +12.8% | +24.7% | -11.9% | -1.2% |
| YTD | +17.5% | +33.9% | -16.4% | -1.5% |
| 1Y | +16.6% | +34.7% | -18.1% | -3.3% |
| 3Y | +79.5% | +15.3% | +64.2% | +54.3% |
| 5Y | +32.4% | -39.3% | +71.7% | +57.3% |
| All | +126.5% | +3.3% | +123.2% | +82.2% |
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