-25.2%
SWKS vs KMB
-5.5%
-19.8%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.6% | +5.1% | +3.8% |
| 7D | +12.5% | -3.0% | +15.5% | +13.0% |
| 30D | +10.5% | -5.5% | +16.0% | +11.4% |
| 3M | -7.4% | +14.0% | -21.4% | -9.2% |
| 6M | +32.7% | +4.1% | +28.6% | +32.2% |
| YTD | +19.2% | +8.0% | +11.1% | +17.8% |
| 1Y | +2.4% | -13.7% | +16.1% | +5.9% |
| All | -25.2% | -5.5% | -19.8% | -25.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling