+42.7%
SWK vs KRMN
+52.0%
-9.3%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +42.1% | -42.5% | -3.8% |
| 7D | +11.0% | +14.2% | -3.1% | +9.3% |
| 30D | +30.1% | +45.3% | -15.2% | +24.0% |
| 3M | +14.7% | -17.3% | +31.9% | +16.8% |
| 6M | +44.5% | -27.8% | +72.3% | +48.2% |
| YTD | +59.4% | -37.7% | +97.0% | +61.2% |
| 1Y | +77.5% | -39.2% | +116.7% | +79.2% |
| All | +42.7% | +52.0% | -9.3% | +15.7% |
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 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