+8,902.0%
SWKS vs KR
+5,205.1%
+3,696.9%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.5% | +3.7% | +1.7% |
| 7D | -6.2% | +1.4% | -7.6% | -6.5% |
| 30D | -1.5% | +14.3% | -15.7% | -4.6% |
| 3M | +23.0% | +18.9% | +4.0% | +17.9% |
| 6M | +27.6% | +3.8% | +23.8% | +25.3% |
| YTD | +32.3% | +10.2% | +22.1% | +27.8% |
| 1Y | +20.1% | +9.2% | +11.0% | +16.1% |
| 3Y | +0.6% | +60.3% | -59.6% | -12.7% |
| 5Y | -42.3% | +78.3% | -120.6% | -52.3% |
| 10Y | +35.9% | +169.9% | -133.9% | -4.6% |
| All | +8,902.0% | +5,205.1% | +3,696.9% | +3,226.7% |
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