+9,806.7%
RTX vs SWK
+1,542.3%
+8,264.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.6% | -0.7% | -2.3% |
| 7D | -3.8% | +11.3% | -15.0% | -8.2% |
| 30D | +4.7% | +28.1% | -23.4% | -5.5% |
| 3M | -13.4% | +12.6% | -26.0% | -18.1% |
| 6M | +11.8% | +51.7% | -39.9% | -6.6% |
| YTD | +5.8% | +60.0% | -54.2% | -14.6% |
| 1Y | +11.9% | +72.7% | -60.8% | -12.7% |
| 3Y | +146.3% | +46.3% | +100.0% | +91.6% |
| 5Y | +134.3% | -24.6% | +158.9% | +128.0% |
| 10Y | +277.9% | +32.2% | +245.6% | +179.8% |
| All | +9,806.7% | +1,542.3% | +8,264.4% | +2,548.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling