-51.2%
SWKS vs KEEL
-36.1%
-15.0%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +7.5% | -5.7% | +0.8% |
| 7D | +11.8% | +21.5% | -9.7% | +8.9% |
| 30D | +6.7% | -3.9% | +10.6% | +6.6% |
| 3M | 0.0% | -34.1% | +34.1% | +3.9% |
| 6M | +38.7% | +82.8% | -44.1% | +23.6% |
| YTD | +21.4% | +58.7% | -37.4% | +8.4% |
| 1Y | +2.9% | +191.4% | -188.5% | -20.0% |
| 3Y | -16.4% | +205.7% | -222.1% | -42.8% |
| 5Y | -51.2% | -37.0% | -14.2% | -62.9% |
| All | -51.2% | -36.1% | -15.0% | -62.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KEEL.
Daily Out/Under-Performance
Portfolio return minus KEEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEEL 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 5y: compounded portfolio wealth divided by compounded KEEL 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…
5y analysis · Full analysis span regression · 6 months rolling