-47.8%
RGTI vs SWKS
+34.0%
-81.8%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.1% | -6.8% | -6.8% |
| 7D | -18.1% | +9.4% | -27.6% | -23.2% |
| 30D | -17.6% | +17.0% | -34.6% | -25.6% |
| 3M | -48.3% | +28.9% | -77.3% | -60.0% |
| 6M | -47.8% | +33.1% | -80.9% | -60.4% |
| All | -47.8% | +34.0% | -81.8% | -60.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling