+17.5%
SWK vs RPRX
+128.5%
-111.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.9% |
| 7D | -0.4% | +5.1% | -5.6% | -1.9% |
| 30D | -5.7% | +11.2% | -16.9% | -8.8% |
| 3M | +24.1% | +16.7% | +7.4% | +17.9% |
| 6M | +24.7% | +36.0% | -11.3% | +12.3% |
| YTD | +33.9% | +67.8% | -33.9% | +12.6% |
| 1Y | +34.7% | +76.7% | -42.0% | +11.0% |
| All | +17.5% | +128.5% | -111.0% | -13.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling