-68.1%
RGTI vs SWK
+87.6%
-155.8%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +13.1% | -12.0% | -4.9% |
| 7D | -9.6% | +17.9% | -27.5% | -17.0% |
| 30D | -26.0% | +31.9% | -58.0% | -36.2% |
| 3M | -35.8% | +16.6% | -52.3% | -40.7% |
| 6M | -36.7% | +61.1% | -97.8% | -50.4% |
| YTD | -49.4% | +64.2% | -113.6% | -63.0% |
| 1Y | -68.1% | +85.2% | -153.3% | -79.0% |
| All | -68.1% | +87.6% | -155.8% | -79.0% |
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