+53.5%
RGTI vs SWK
-43.8%
+97.3%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.4% |
| 7D | -2.5% | -0.4% | -2.1% | -2.3% |
| 30D | -9.4% | -5.7% | -3.7% | -5.8% |
| 3M | -37.1% | +24.1% | -61.2% | -45.4% |
| 6M | -14.4% | +24.7% | -39.1% | -26.4% |
| YTD | -31.4% | +33.9% | -65.3% | -44.2% |
| 1Y | +0.5% | +34.7% | -34.2% | -19.7% |
| 3Y | +726.1% | +15.3% | +710.8% | +615.8% |
| 5Y | +56.2% | -39.3% | +95.5% | +38.5% |
| All | +53.5% | -43.8% | +97.3% | +35.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling