+2.4%
SWKS vs KNX
+68.2%
-65.8%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-04 to 2026-09-04.
| Period | Portfolio | KNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +3.8% | -0.3% | +2.8% |
| 7D | +12.5% | +7.4% | +5.1% | +11.0% |
| 30D | +10.5% | +2.0% | +8.5% | +10.0% |
| 3M | -7.4% | -7.9% | +0.5% | -6.5% |
| 6M | +32.7% | +14.4% | +18.3% | +30.4% |
| YTD | +19.2% | +38.9% | -19.7% | +13.3% |
| 1Y | +2.4% | +65.9% | -63.5% | -5.8% |
| All | +2.4% | +68.2% | -65.8% | -5.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KNX.
Daily Out/Under-Performance
Portfolio return minus KNX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KNX 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 2025-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded KNX 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…
2025-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling