+78.3%
SWK vs KMX
+60.9%
+17.4%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.2% | -0.5% |
| 7D | -2.3% | -2.3% | 0.0% | -1.6% |
| 30D | +30.4% | +6.3% | +24.1% | +28.0% |
| 3M | +12.1% | -7.4% | +19.5% | +14.3% |
| 6M | +49.1% | +37.9% | +11.2% | +32.4% |
| YTD | +60.4% | +39.5% | +21.0% | +35.6% |
| 1Y | +78.3% | +57.9% | +20.5% | +38.0% |
| All | +78.3% | +60.9% | +17.4% | +38.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KMX.
Daily Out/Under-Performance
Portfolio return minus KMX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMX 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 KMX 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