-51.7%
RDDT vs SWK
+77.0%
-128.7%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.4% | -0.7% | -1.7% |
| 7D | +2.6% | +11.3% | -8.7% | -0.3% |
| 30D | -38.3% | +31.5% | -69.8% | -42.7% |
| 3M | -37.8% | +14.4% | -52.3% | -40.1% |
| 6M | -36.7% | +46.4% | -83.1% | -42.3% |
| YTD | -57.1% | +61.6% | -118.7% | -63.5% |
| 1Y | -51.7% | +78.7% | -130.4% | -61.7% |
| All | -51.7% | +77.0% | -128.7% | -61.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling