+81.3%
SWK vs RRC
+28.5%
+52.7%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.3% | +2.6% | +2.9% |
| 7D | +10.7% | -10.3% | +21.0% | +8.6% |
| 30D | +33.3% | +19.5% | +13.9% | +37.6% |
| 3M | +14.7% | +27.9% | -13.3% | +20.6% |
| 6M | +48.5% | +21.2% | +27.3% | +54.7% |
| YTD | +63.9% | +39.6% | +24.3% | +72.9% |
| All | +81.3% | +28.5% | +52.7% | +90.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling