+5,775.6%
RCL vs SWK
+1,168.8%
+4,606.7%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +13.1% | -6.7% | -2.0% |
| 7D | +11.7% | +17.9% | -6.2% | +0.2% |
| 30D | +21.1% | +31.9% | -10.8% | +1.0% |
| 3M | +2.9% | +16.6% | -13.7% | -7.6% |
| 6M | +29.8% | +61.1% | -31.3% | -5.5% |
| YTD | +21.4% | +64.2% | -42.8% | -13.7% |
| 1Y | +32.0% | +85.2% | -53.2% | -13.4% |
| 3Y | +273.1% | +50.2% | +222.9% | +158.0% |
| 5Y | +288.4% | -22.8% | +311.2% | +298.9% |
| 10Y | +397.4% | +35.8% | +361.6% | +255.2% |
| All | +5,775.6% | +1,168.8% | +4,606.7% | +1,590.6% |
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