+109.5%
RDDT vs SWK
+37.6%
+71.9%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | -0.7% | +7.8% | +7.4% |
| 7D | +3.7% | -2.3% | +6.0% | +4.7% |
| 30D | -33.9% | +30.4% | -64.4% | -40.5% |
| 3M | -32.4% | +12.1% | -44.5% | -35.4% |
| 6M | -33.8% | +49.1% | -82.8% | -43.6% |
| YTD | -54.0% | +60.4% | -114.5% | -62.8% |
| 1Y | -49.3% | +78.3% | -127.6% | -60.9% |
| All | +109.5% | +37.6% | +71.9% | +55.9% |
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