-16.7%
RKT vs SWK
-10.1%
-6.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.9% |
| 7D | +17.7% | +11.0% | +6.6% | +9.5% |
| 30D | +31.6% | +30.1% | +1.6% | +10.3% |
| 3M | +13.9% | +14.7% | -0.7% | +3.9% |
| 6M | +2.8% | +44.5% | -41.7% | -18.9% |
| YTD | -22.2% | +59.4% | -81.6% | -42.7% |
| 1Y | -3.5% | +77.5% | -81.1% | -33.7% |
| 3Y | +95.3% | +49.5% | +45.8% | +45.4% |
| 5Y | -0.4% | -24.9% | +24.5% | +6.2% |
| All | -16.7% | -10.1% | -6.6% | -37.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling