+3.3%
SWK vs RRC
+10.9%
-7.6%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.8% | +1.0% |
| 7D | -0.4% | +1.3% | -1.8% | -0.7% |
| 30D | -5.7% | +10.1% | -15.8% | -7.2% |
| 3M | +24.1% | +4.0% | +20.1% | +22.9% |
| 6M | +24.7% | +1.6% | +23.1% | +23.6% |
| YTD | +33.9% | +19.7% | +14.2% | +28.9% |
| 1Y | +34.7% | +21.4% | +13.3% | +28.9% |
| 3Y | +15.3% | +29.7% | -14.4% | +7.8% |
| 5Y | -39.3% | +153.9% | -193.2% | -50.5% |
| All | +3.3% | +10.9% | -7.6% | -29.8% |
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