-16.4%
SWKS vs KVUE
-0.1%
-16.3%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.9% | +3.7% | +2.0% |
| 7D | +11.8% | -1.9% | +13.7% | +12.0% |
| 30D | +6.7% | -3.3% | +10.0% | +7.1% |
| 3M | 0.0% | +6.0% | -5.9% | -0.5% |
| 6M | +38.7% | +2.3% | +36.4% | +38.5% |
| YTD | +21.4% | +10.3% | +11.0% | +20.1% |
| 1Y | +2.9% | +4.6% | -1.7% | +3.1% |
| 3Y | -16.4% | -2.2% | -14.2% | -14.7% |
| All | -16.4% | -0.1% | -16.3% | -14.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling