+29.5%
SWK vs RRC
+63.1%
-33.6%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.3% | +2.6% | +2.8% |
| 7D | +10.7% | -10.3% | +21.0% | +12.5% |
| 30D | +33.3% | +19.5% | +13.9% | +29.1% |
| 3M | +14.7% | +27.9% | -13.3% | +9.7% |
| 6M | +48.5% | +21.2% | +27.3% | +42.8% |
| YTD | +63.9% | +39.6% | +24.3% | +53.2% |
| 1Y | +80.4% | +31.3% | +49.1% | +70.0% |
| 3Y | +58.1% | +51.9% | +6.2% | +43.7% |
| 5Y | -24.5% | +110.2% | -134.7% | -36.8% |
| 10Y | +29.5% | +56.7% | -27.2% | -17.2% |
| All | +29.5% | +63.1% | -33.6% | -17.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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