+58.1%
SWK vs RPRX
+166.4%
-108.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.2% | +0.6% | +2.1% |
| 7D | +10.7% | +3.4% | +7.3% | +9.6% |
| 30D | +33.3% | +20.8% | +12.5% | +25.9% |
| 3M | +14.7% | +21.6% | -7.0% | +8.0% |
| 6M | +48.5% | +36.5% | +12.0% | +33.9% |
| YTD | +63.9% | +80.4% | -16.5% | +34.4% |
| 1Y | +80.4% | +81.8% | -1.4% | +47.6% |
| 3Y | +58.1% | +170.9% | -112.7% | +12.8% |
| All | +58.1% | +166.4% | -108.3% | +12.8% |
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 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