+8,972.1%
SWKS vs KR
+5,229.4%
+3,742.7%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.7% |
| 7D | -2.7% | -0.5% | -2.2% | -2.7% |
| 30D | +8.5% | +10.3% | -1.8% | +6.0% |
| 3M | +17.3% | +20.7% | -3.4% | +12.1% |
| 6M | +25.1% | +4.9% | +20.2% | +22.6% |
| YTD | +33.3% | +10.7% | +22.6% | +28.7% |
| 1Y | +22.9% | +7.2% | +15.8% | +19.3% |
| 3Y | +5.5% | +65.7% | -60.2% | -9.2% |
| 5Y | -41.9% | +80.8% | -122.7% | -52.1% |
| 10Y | +32.4% | +159.6% | -127.2% | -6.0% |
| All | +8,972.1% | +5,229.4% | +3,742.7% | +3,249.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling