+10,266.7%
RTX vs SWK
+1,275.2%
+8,991.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.6% | -1.0% |
| 7D | -5.2% | -0.4% | -4.7% | -5.0% |
| 30D | -9.4% | -5.7% | -3.7% | -7.4% |
| 3M | +12.3% | +24.1% | -11.8% | +2.3% |
| 6M | -3.1% | +24.7% | -27.8% | -12.6% |
| YTD | +10.7% | +33.9% | -23.3% | -3.5% |
| 1Y | +28.4% | +34.7% | -6.3% | +10.8% |
| 3Y | +147.1% | +15.3% | +131.8% | +112.1% |
| 5Y | +167.2% | -39.3% | +206.5% | +185.0% |
| 10Y | +274.7% | +2.5% | +272.2% | +208.9% |
| All | +10,266.7% | +1,275.2% | +8,991.5% | +2,893.0% |
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