+83.3%
RKT vs SWKS
+4.2%
+79.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.1% | -4.7% | -4.8% |
| 7D | +4.6% | -3.1% | +7.8% | +5.2% |
| 30D | +25.9% | +8.3% | +17.5% | +23.9% |
| 3M | +5.0% | +20.2% | -15.2% | +0.2% |
| 6M | -7.9% | +24.9% | -32.8% | -13.9% |
| YTD | -25.4% | +33.2% | -58.5% | -31.9% |
| 1Y | -15.4% | +23.6% | -39.0% | -21.5% |
| 3Y | +83.3% | +1.3% | +82.1% | +25.3% |
| All | +83.3% | +4.2% | +79.1% | +25.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling