+64.2%
RGTI vs SWK
-38.5%
+102.6%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -2.8% | +6.8% | +5.8% |
| 7D | +5.5% | +0.1% | +5.3% | +5.2% |
| 30D | -11.9% | -8.9% | -3.0% | -6.4% |
| 3M | -27.4% | +20.5% | -47.9% | -36.1% |
| 6M | -7.1% | +27.1% | -34.2% | -21.5% |
| YTD | -28.6% | +30.2% | -58.8% | -41.2% |
| 1Y | +4.4% | +24.8% | -20.4% | -12.7% |
| 3Y | +698.5% | +16.3% | +682.2% | +587.1% |
| 5Y | +64.2% | -40.1% | +104.3% | +51.3% |
| All | +64.2% | -38.5% | +102.6% | +51.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling