+72.7%
SWK vs RY
+43.0%
+29.7%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.9% | +0.3% | +0.1% |
| 7D | +11.3% | -1.1% | +12.4% | +12.5% |
| 30D | +28.1% | +4.4% | +23.7% | +24.0% |
| 3M | +12.6% | -2.9% | +15.5% | +15.4% |
| 6M | +51.7% | +15.6% | +36.1% | +30.1% |
| YTD | +60.0% | +21.8% | +38.1% | +27.5% |
| 1Y | +72.7% | +42.6% | +30.1% | +15.5% |
| All | +72.7% | +43.0% | +29.7% | +15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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