+6.0%
ROP vs SWK
+73.5%
-67.5%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.2% | +2.3% | +0.3% |
| 7D | -2.7% | -2.0% | -0.7% | -2.5% |
| 30D | +29.7% | +24.6% | +5.1% | +27.5% |
| 3M | +21.2% | +10.8% | +10.4% | +19.4% |
| 6M | +48.3% | +46.1% | +2.2% | +44.9% |
| YTD | +8.4% | +56.8% | -48.4% | +5.5% |
| 1Y | +6.0% | +72.7% | -66.7% | +1.3% |
| All | +6.0% | +73.5% | -67.5% | +1.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling