+9,806.7%
RTX vs SWKS
+9,124.1%
+682.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.1% | -1.2% | -3.1% |
| 7D | -3.8% | -9.2% | +5.4% | -2.8% |
| 30D | +4.7% | -1.9% | +6.6% | +4.8% |
| 3M | -13.4% | +21.2% | -34.6% | -15.5% |
| 6M | +11.8% | +12.9% | -1.1% | +9.3% |
| YTD | +5.8% | +30.7% | -25.0% | +1.4% |
| 1Y | +11.9% | +14.1% | -2.2% | +8.8% |
| 3Y | +146.3% | -1.7% | +148.0% | +138.4% |
| 5Y | +134.3% | -43.0% | +177.3% | +137.6% |
| 10Y | +277.9% | +34.3% | +243.6% | +247.1% |
| All | +9,806.7% | +9,124.1% | +682.6% | +5,748.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling