+8,981.9%
SWKS vs KMB
+1,894.5%
+7,087.4%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +4.1% | -7.0% | -3.9% |
| 7D | -4.9% | +0.4% | -5.3% | -5.1% |
| 30D | -1.2% | +14.0% | -15.2% | -4.4% |
| 3M | +24.2% | -1.3% | +25.5% | +24.2% |
| 6M | +21.5% | +16.7% | +4.8% | +16.0% |
| YTD | +33.5% | +12.0% | +21.5% | +28.7% |
| 1Y | +18.9% | +13.6% | +5.3% | +14.1% |
| 3Y | +0.4% | +3.1% | -2.7% | -2.2% |
| 5Y | -44.3% | +0.8% | -45.0% | -45.8% |
| 10Y | +37.1% | +38.4% | -1.2% | +22.2% |
| All | +8,981.9% | +1,894.5% | +7,087.4% | +4,915.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling