+234.8%
RCL vs SWK
-38.7%
+273.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.6% |
| 7D | -5.1% | -0.4% | -4.6% | -4.9% |
| 30D | -19.0% | -5.7% | -13.3% | -16.6% |
| 3M | -9.6% | +24.1% | -33.6% | -19.1% |
| 6M | -6.7% | +24.7% | -31.4% | -17.0% |
| YTD | -3.9% | +33.9% | -37.9% | -17.6% |
| 1Y | -25.1% | +34.7% | -59.8% | -36.4% |
| 3Y | +179.1% | +15.3% | +163.8% | +141.1% |
| All | +234.8% | -38.7% | +273.5% | +266.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling