+11.3%
RTX vs SWK
+79.5%
-68.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.8% | +0.7% | +3.3% |
| 7D | -3.2% | +10.7% | -13.9% | -4.0% |
| 30D | +5.6% | +33.3% | -27.8% | +2.4% |
| 3M | -11.7% | +14.7% | -26.4% | -12.8% |
| 6M | +12.3% | +48.5% | -36.2% | +6.8% |
| YTD | +8.2% | +63.9% | -55.7% | +0.7% |
| All | +11.3% | +79.5% | -68.2% | +3.8% |
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 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