+91.6%
KRE vs SWK
+54.4%
+37.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.4% | +0.9% | +0.1% |
| 7D | +0.3% | +11.3% | -11.0% | -4.2% |
| 30D | +5.9% | +31.5% | -25.6% | -5.5% |
| 3M | -3.3% | +14.4% | -17.8% | -8.9% |
| 6M | +5.8% | +46.4% | -40.6% | -10.6% |
| YTD | +14.7% | +61.6% | -46.8% | -8.1% |
| 1Y | +22.0% | +78.7% | -56.7% | -6.8% |
| 3Y | +91.6% | +54.4% | +37.2% | +40.9% |
| All | +91.6% | +54.4% | +37.2% | +40.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling