+1,136.2%
RGTI vs SWK
+53.9%
+1,082.3%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +2.8% | +7.6% | +8.7% |
| 7D | +21.6% | +10.7% | +11.0% | +13.6% |
| 30D | -7.5% | +33.3% | -40.8% | -24.0% |
| 3M | -27.6% | +14.7% | -42.3% | -34.4% |
| 6M | -31.5% | +48.5% | -80.0% | -48.0% |
| YTD | -41.4% | +63.9% | -105.3% | -59.3% |
| 1Y | -61.6% | +80.4% | -142.0% | -75.2% |
| 3Y | +1,136.2% | +58.1% | +1,078.1% | +644.0% |
| All | +1,136.2% | +53.9% | +1,082.3% | +644.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling