+792.7%
RVMD vs SWK
+46.0%
+746.7%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -0.4% | +8.6% | +8.3% |
| 7D | +0.5% | +11.0% | -10.5% | -2.3% |
| 30D | -4.3% | +30.1% | -34.3% | -10.8% |
| 3M | -2.8% | +14.7% | -17.5% | -6.4% |
| 6M | +27.3% | +44.5% | -17.2% | +14.7% |
| YTD | +141.4% | +59.4% | +82.0% | +108.8% |
| 1Y | +213.3% | +77.5% | +135.7% | +161.0% |
| 3Y | +792.7% | +49.5% | +743.2% | +579.9% |
| All | +792.7% | +46.0% | +746.7% | +579.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling