-19.1%
SWKS vs KVUE
-16.1%
-3.0%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.1% | +4.6% | +3.7% |
| 7D | +12.5% | -2.2% | +14.8% | +12.8% |
| 30D | +10.5% | -3.7% | +14.2% | +11.0% |
| 3M | -7.4% | +12.3% | -19.7% | -8.6% |
| 6M | +32.7% | +5.4% | +27.2% | +31.8% |
| YTD | +19.2% | +12.4% | +6.7% | +17.4% |
| 1Y | +2.4% | -4.4% | +6.8% | +4.5% |
| 3Y | -25.6% | -7.5% | -18.1% | -23.3% |
| All | -19.1% | -16.1% | -3.0% | -13.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling