+2.9%
SWKS vs KR
-13.6%
+16.5%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.4% | +4.2% | +1.6% |
| 7D | +11.8% | -1.3% | +13.1% | +11.7% |
| 30D | +6.7% | +1.5% | +5.2% | +7.0% |
| 3M | 0.0% | -8.5% | +8.5% | -0.2% |
| 6M | +38.7% | -21.9% | +60.6% | +38.4% |
| YTD | +21.4% | -6.9% | +28.2% | +19.3% |
| 1Y | +2.9% | -14.0% | +16.9% | +0.4% |
| All | +2.9% | -13.6% | +16.5% | +0.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling