+75.3%
SWK vs KMX
+55.6%
+19.7%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -1.0% | -0.2% |
| 7D | -1.4% | +3.4% | -4.8% | -2.4% |
| 30D | +25.5% | +6.8% | +18.6% | +23.0% |
| 3M | +11.8% | -11.4% | +23.2% | +15.6% |
| 6M | +48.7% | +43.6% | +5.1% | +30.3% |
| YTD | +57.2% | +37.7% | +19.5% | +33.3% |
| 1Y | +75.3% | +53.0% | +22.3% | +37.7% |
| All | +75.3% | +55.6% | +19.7% | +37.7% |
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