+33.8%
SWKS vs KR
+10.0%
+23.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.5% | +2.3% | +2.8% |
| 7D | +10.9% | +0.5% | +10.3% | +10.9% |
| 30D | +17.6% | +14.9% | +2.7% | +19.3% |
| 3M | +29.2% | +25.4% | +3.8% | +32.5% |
| 6M | +37.0% | +9.3% | +27.6% | +40.0% |
| YTD | +44.9% | +13.7% | +31.3% | +42.7% |
| 1Y | +33.8% | +9.2% | +24.7% | +32.4% |
| All | +33.8% | +10.0% | +23.8% | +32.4% |
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