+72.7%
SWK vs KIM
+30.4%
+42.3%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.0% | -1.6% | -1.8% |
| 7D | +11.3% | +5.0% | +6.3% | +7.6% |
| 30D | +28.1% | +15.8% | +12.3% | +16.0% |
| 3M | +12.6% | +4.3% | +8.3% | +9.3% |
| 6M | +51.7% | +11.4% | +40.3% | +39.0% |
| YTD | +60.0% | +30.8% | +29.2% | +29.3% |
| 1Y | +72.7% | +31.4% | +41.2% | +38.8% |
| All | +72.7% | +30.4% | +42.3% | +38.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KIM.
Daily Out/Under-Performance
Portfolio return minus KIM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KIM 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 KIM 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