+42.3%
SWKS vs KR
+124.0%
-81.7%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.3% | +2.9% | +1.6% |
| 7D | +6.8% | -3.1% | +9.9% | +7.0% |
| 30D | +11.3% | +0.6% | +10.7% | +11.2% |
| 3M | +4.1% | -9.8% | +13.8% | +4.8% |
| 6M | +39.7% | -22.1% | +61.8% | +42.5% |
| YTD | +23.2% | -8.1% | +31.3% | +23.6% |
| 1Y | +5.3% | -14.7% | +19.9% | +6.2% |
| 3Y | -15.1% | +28.6% | -43.7% | -19.2% |
| 5Y | -50.3% | +36.4% | -86.7% | -53.4% |
| 10Y | +42.3% | +120.8% | -78.4% | +27.0% |
| All | +42.3% | +124.0% | -81.7% | +27.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 KR 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