+50.8%
SWKS vs KMB
+39.0%
+11.9%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.1% | -2.2% | -0.7% |
| 7D | +9.4% | +0.9% | +8.5% | +9.1% |
| 30D | +17.0% | +10.1% | +6.9% | +13.5% |
| 3M | +28.9% | 0.0% | +28.9% | +28.5% |
| 6M | +33.1% | +15.7% | +17.5% | +26.5% |
| YTD | +44.8% | +12.6% | +32.1% | +38.2% |
| 1Y | +36.2% | +10.1% | +26.1% | +31.0% |
| 3Y | +11.5% | +2.1% | +9.3% | +7.9% |
| 5Y | -37.1% | -0.7% | -36.4% | -39.4% |
| All | +50.8% | +39.0% | +11.9% | +26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 10y: compounded portfolio wealth divided by compounded KMB 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…
10y analysis · Full analysis span regression · 6 months rolling