+16.2%
KRE vs SWKS
+3.4%
+12.8%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.8% | -3.1% | -1.5% |
| 7D | +2.3% | +11.8% | -9.5% | +1.2% |
| 30D | -2.5% | +6.7% | -9.2% | -3.2% |
| 3M | +6.2% | 0.0% | +6.2% | +6.0% |
| 6M | +15.8% | +38.7% | -22.9% | +8.2% |
| YTD | +16.0% | +21.4% | -5.4% | +10.7% |
| 1Y | +16.2% | +2.9% | +13.3% | +12.7% |
| All | +16.2% | +3.4% | +12.8% | +12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded SWKS 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling