+11.1%
RDW vs SWK
+87.6%
-76.6%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +13.1% | -18.0% | -12.0% |
| 7D | -14.3% | +17.9% | -32.2% | -23.1% |
| 30D | -26.0% | +31.9% | -57.9% | -38.8% |
| 3M | -27.4% | +16.6% | -43.9% | -34.4% |
| 6M | -10.6% | +61.1% | -71.8% | -36.6% |
| YTD | +1.6% | +64.2% | -62.6% | -34.0% |
| 1Y | +11.1% | +85.2% | -74.1% | -37.4% |
| All | +11.1% | +87.6% | -76.6% | -37.4% |
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