+4,549.4%
RCL vs SWK
+935.0%
+3,614.4%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.7% |
| 7D | -5.1% | -0.4% | -4.6% | -4.8% |
| 30D | -19.0% | -5.7% | -13.3% | -15.9% |
| 3M | -9.6% | +24.1% | -33.6% | -21.7% |
| 6M | -6.7% | +24.7% | -31.4% | -19.9% |
| YTD | -3.9% | +33.9% | -37.9% | -21.5% |
| 1Y | -25.1% | +34.7% | -59.8% | -39.7% |
| 3Y | +179.1% | +15.3% | +163.8% | +130.1% |
| 5Y | +243.3% | -39.3% | +282.6% | +312.6% |
| 10Y | +325.8% | +2.5% | +323.3% | +266.3% |
| All | +4,549.4% | +935.0% | +3,614.4% | +1,436.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling