+5.3%
SWKS vs KVUE
+0.6%
+4.7%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.5% | +5.0% | +1.3% |
| 7D | +6.8% | -7.2% | +14.0% | +6.2% |
| 30D | +11.3% | -5.7% | +17.0% | +10.8% |
| 3M | +4.1% | +0.2% | +3.9% | +4.5% |
| 6M | +39.7% | 0.0% | +39.6% | +40.6% |
| YTD | +23.2% | +6.5% | +16.7% | +24.9% |
| 1Y | +5.3% | -1.4% | +6.7% | +3.9% |
| All | +5.3% | +0.6% | +4.7% | +3.9% |
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