+58.1%
SWK vs KMX
-16.1%
+74.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +5.1% | -2.3% | +0.7% |
| 7D | +10.7% | -4.1% | +14.8% | +12.6% |
| 30D | +33.3% | +2.9% | +30.5% | +31.6% |
| 3M | +14.7% | -7.0% | +21.7% | +17.4% |
| 6M | +48.5% | +34.1% | +14.4% | +28.6% |
| YTD | +63.9% | +40.0% | +23.9% | +35.6% |
| 1Y | +80.4% | +67.2% | +13.2% | +36.9% |
| 3Y | +58.1% | -13.4% | +71.6% | +62.2% |
| All | +58.1% | -16.1% | +74.2% | +62.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling