+20.0%
SWK vs KRMN
+33.3%
-13.3%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.3% | +2.2% | +1.1% |
| 7D | -0.4% | -12.3% | +11.8% | +1.1% |
| 30D | -5.7% | -27.5% | +21.7% | -2.1% |
| 3M | +24.1% | -26.5% | +50.6% | +27.9% |
| 6M | +24.7% | -59.6% | +84.3% | +37.2% |
| YTD | +33.9% | -45.4% | +79.3% | +38.2% |
| 1Y | +34.7% | -25.1% | +59.8% | +29.9% |
| All | +20.0% | +33.3% | -13.3% | -0.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling