+97.4%
RDDT vs SWKS
-8.7%
+106.0%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +2.7% | -8.5% | -6.4% |
| 7D | +6.1% | +10.9% | -4.7% | +3.6% |
| 30D | -35.9% | +17.6% | -53.5% | -38.1% |
| 3M | -35.1% | +29.2% | -64.3% | -39.7% |
| 6M | -34.7% | +37.0% | -71.6% | -41.1% |
| YTD | -56.7% | +44.9% | -101.6% | -62.0% |
| 1Y | -50.9% | +33.8% | -84.7% | -55.9% |
| All | +97.4% | -8.7% | +106.0% | +63.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 5y: compounded portfolio wealth divided by compounded SWKS 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…
5y analysis · Full analysis span regression · 6 months rolling