+4.3%
RGTI vs SWK
-34.2%
+38.5%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -2.2% | -4.8% | -5.6% |
| 7D | +4.9% | -2.0% | +6.8% | +6.4% |
| 30D | -19.2% | +24.6% | -43.8% | -30.0% |
| 3M | -43.9% | +10.8% | -54.7% | -47.8% |
| 6M | -45.8% | +46.1% | -91.9% | -57.8% |
| YTD | -53.4% | +56.8% | -110.2% | -65.9% |
| 1Y | -63.5% | +72.7% | -136.2% | -75.0% |
| 3Y | +964.9% | +49.9% | +915.1% | +680.9% |
| 5Y | -2.1% | -30.9% | +28.8% | -22.3% |
| All | +4.3% | -34.2% | +38.5% | -17.1% |
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