+196.2%
RDDT vs SWK
+11.6%
+184.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.8% | -0.5% | -2.2% |
| 7D | +3.3% | +0.1% | +3.2% | +3.3% |
| 30D | -7.6% | -8.9% | +1.3% | -4.1% |
| 3M | -12.7% | +20.5% | -33.2% | -19.0% |
| 6M | +7.2% | +27.1% | -19.9% | -3.4% |
| YTD | -35.0% | +30.2% | -65.2% | -42.7% |
| 1Y | -35.0% | +24.8% | -59.8% | -41.9% |
| All | +196.2% | +11.6% | +184.5% | +139.8% |
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 2021-09-08 to 2026-09-08: 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling