+31.1%
RGTI vs SWK
-31.2%
+62.3%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +2.8% | +7.6% | +8.7% |
| 7D | +21.6% | +10.7% | +11.0% | +13.8% |
| 30D | -7.5% | +33.3% | -40.8% | -23.4% |
| 3M | -27.6% | +14.7% | -42.3% | -34.2% |
| 6M | -31.5% | +48.5% | -80.0% | -47.3% |
| YTD | -41.4% | +63.9% | -105.3% | -58.4% |
| 1Y | -61.6% | +80.4% | -142.0% | -74.5% |
| 3Y | +1,136.2% | +58.1% | +1,078.1% | +775.3% |
| 5Y | +19.7% | -24.5% | +44.2% | -7.6% |
| All | +31.1% | -31.2% | +62.3% | +1.2% |
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