+75.3%
SWK vs RPRX
+78.9%
-3.6%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | +0.1% |
| 7D | -1.4% | +3.0% | -4.4% | -2.2% |
| 30D | +25.5% | +17.5% | +8.0% | +20.3% |
| 3M | +11.8% | +18.8% | -7.0% | +7.2% |
| 6M | +48.7% | +31.3% | +17.4% | +36.6% |
| YTD | +57.2% | +81.8% | -24.7% | +18.5% |
| 1Y | +75.3% | +77.8% | -2.6% | +34.2% |
| All | +75.3% | +78.9% | -3.6% | +34.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling