+78.7%
SWK vs KIM
+31.2%
+47.5%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.1% |
| 7D | +11.3% | +2.8% | +8.5% | +9.2% |
| 30D | +31.5% | +15.9% | +15.6% | +19.1% |
| 3M | +14.4% | +7.8% | +6.7% | +8.6% |
| 6M | +46.4% | +11.9% | +34.6% | +33.8% |
| YTD | +61.6% | +31.0% | +30.5% | +31.4% |
| 1Y | +78.7% | +32.3% | +46.4% | +43.6% |
| All | +78.7% | +31.2% | +47.5% | +43.6% |
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