+14.0%
RTX vs SWKS
+30.3%
-16.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +6.0% | -5.5% | +0.6% |
| 7D | +1.4% | +5.7% | -4.3% | +1.6% |
| 30D | +7.8% | +17.3% | -9.5% | +8.3% |
| 3M | -9.8% | +28.3% | -38.0% | -8.9% |
| 6M | +13.5% | +26.1% | -12.5% | +14.5% |
| YTD | +10.9% | +41.1% | -30.1% | +13.0% |
| 1Y | +14.0% | +31.4% | -17.4% | +16.2% |
| All | +14.0% | +30.3% | -16.3% | +16.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling