+77.5%
SWK vs RVTY
+69.5%
+8.0%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.8% | -3.2% | -1.3% |
| 7D | +11.0% | -1.2% | +12.2% | +11.0% |
| 30D | +30.1% | +1.0% | +29.0% | +28.8% |
| 3M | +14.7% | +35.8% | -21.2% | -0.6% |
| 6M | +44.5% | +56.7% | -12.2% | +15.9% |
| YTD | +59.4% | +60.7% | -1.3% | +21.1% |
| 1Y | +77.5% | +73.7% | +3.8% | +26.5% |
| All | +77.5% | +69.5% | +8.0% | +26.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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