+53.1%
RGTI vs SWKS
-47.8%
+100.9%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +9.8% | -10.3% | -7.7% |
| 7D | -0.1% | +17.5% | -17.7% | -12.1% |
| 30D | -16.2% | +23.0% | -39.2% | -29.0% |
| 3M | -22.0% | +19.5% | -41.6% | -32.1% |
| 6M | -10.8% | +54.3% | -65.1% | -36.3% |
| YTD | -31.6% | +35.3% | -66.8% | -47.2% |
| 1Y | -6.4% | +17.9% | -24.2% | -19.2% |
| 3Y | +665.7% | -6.8% | +672.5% | +658.9% |
| 5Y | +55.6% | -45.4% | +101.1% | +71.9% |
| All | +53.1% | -47.8% | +100.9% | +69.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded SWKS 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling