+24.8%
SWK vs KRMN
-37.1%
+61.9%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.7% | -2.1% | -2.7% |
| 7D | +0.1% | -3.4% | +3.5% | +0.5% |
| 30D | -8.9% | -31.8% | +22.9% | -5.4% |
| 3M | +20.5% | -20.0% | +40.5% | +22.6% |
| 6M | +27.1% | -60.5% | +87.6% | +36.7% |
| YTD | +30.2% | -45.8% | +75.9% | +30.9% |
| 1Y | +24.8% | -36.4% | +61.1% | +20.7% |
| All | +24.8% | -37.1% | +61.9% | +20.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KRMN.
Daily Out/Under-Performance
Portfolio return minus KRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KRMN 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded KRMN 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling