+2.4%
SWKS vs KVUE
-4.3%
+6.7%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.1% | +4.6% | +3.4% |
| 7D | +12.5% | -2.2% | +14.8% | +12.3% |
| 30D | +10.5% | -3.7% | +14.2% | +10.1% |
| 3M | -7.4% | +12.3% | -19.7% | -6.0% |
| 6M | +32.7% | +5.4% | +27.2% | +34.0% |
| YTD | +19.2% | +12.4% | +6.7% | +21.2% |
| 1Y | +2.4% | -4.4% | +6.8% | +2.5% |
| All | +2.4% | -4.3% | +6.7% | +2.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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