+206.2%
RDDT vs SWK
+14.9%
+191.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -1.9% | -1.3% |
| 7D | +1.0% | -0.4% | +1.4% | +1.2% |
| 30D | -0.5% | -5.7% | +5.2% | +1.9% |
| 3M | -16.0% | +24.1% | -40.1% | -22.9% |
| 6M | +4.9% | +24.7% | -19.8% | -4.7% |
| YTD | -32.8% | +33.9% | -66.7% | -41.4% |
| 1Y | -33.5% | +34.7% | -68.1% | -42.3% |
| All | +206.2% | +14.9% | +191.4% | +145.2% |
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