+22.0%
KRE vs SWK
+77.0%
-55.0%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.4% | +0.9% | -0.1% |
| 7D | +0.3% | +11.3% | -11.0% | -3.1% |
| 30D | +5.9% | +31.5% | -25.6% | -2.8% |
| 3M | -3.3% | +14.4% | -17.8% | -7.5% |
| 6M | +5.8% | +46.4% | -40.6% | -7.1% |
| YTD | +14.7% | +61.6% | -46.8% | -3.9% |
| 1Y | +22.0% | +78.7% | -56.7% | -3.0% |
| All | +22.0% | +77.0% | -55.0% | -3.0% |
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