+1.7%
SWK vs RPRX
+75.3%
-73.6%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.3% |
| 7D | +11.0% | +0.2% | +10.9% | +11.0% |
| 30D | +30.1% | +18.6% | +11.5% | +24.2% |
| 3M | +14.7% | +18.0% | -3.4% | +9.5% |
| 6M | +44.5% | +33.8% | +10.7% | +32.8% |
| YTD | +59.4% | +76.6% | -17.2% | +35.5% |
| 1Y | +77.5% | +68.2% | +9.3% | +52.8% |
| 3Y | +49.5% | +161.5% | -112.1% | +13.2% |
| 5Y | -24.9% | +91.4% | -116.3% | -38.1% |
| All | +1.7% | +75.3% | -73.6% | -16.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RPRX.
Daily Out/Under-Performance
Portfolio return minus RPRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RPRX 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 10y: compounded portfolio wealth divided by compounded RPRX 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…
10y analysis · Full analysis span regression · 6 months rolling