+22.2%
SWK vs RRC
+73.1%
-50.9%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | +0.1% |
| 7D | -1.4% | +6.4% | -7.8% | -2.3% |
| 30D | +25.5% | +23.9% | +1.6% | +20.7% |
| 3M | +11.8% | +30.2% | -18.4% | +6.6% |
| 6M | +48.7% | +26.3% | +22.4% | +42.0% |
| YTD | +57.2% | +48.1% | +9.1% | +45.4% |
| 1Y | +75.3% | +37.7% | +37.6% | +63.9% |
| 3Y | +51.9% | +60.3% | -8.3% | +36.9% |
| 5Y | -30.7% | +135.3% | -166.0% | -43.1% |
| All | +22.2% | +73.1% | -50.9% | -21.6% |
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