+2.4%
SWK vs RPRX
+82.4%
-80.0%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.5% | -0.9% |
| 7D | -2.3% | +3.6% | -5.9% | -3.3% |
| 30D | +30.4% | +21.2% | +9.3% | +23.8% |
| 3M | +12.1% | +21.6% | -9.5% | +6.2% |
| 6M | +49.1% | +36.7% | +12.4% | +36.2% |
| YTD | +60.4% | +83.7% | -23.2% | +34.9% |
| 1Y | +78.3% | +83.2% | -4.9% | +50.0% |
| 3Y | +53.3% | +177.7% | -124.4% | +14.3% |
| 5Y | -27.0% | +95.8% | -122.7% | -40.3% |
| All | +2.4% | +82.4% | -80.0% | -17.2% |
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