+147.6%
RBRK vs SWK
+16.8%
+130.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.8% | +0.6% | -1.6% |
| 7D | +3.7% | +0.1% | +3.5% | +3.6% |
| 30D | +1.7% | -8.9% | +10.6% | +3.8% |
| 3M | +27.7% | +20.5% | +7.2% | +22.7% |
| 6M | +60.3% | +27.1% | +33.2% | +51.2% |
| YTD | +19.8% | +30.2% | -10.4% | +11.9% |
| 1Y | -4.2% | +24.8% | -28.9% | -9.6% |
| All | +147.6% | +16.8% | +130.9% | +136.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 SWK 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