+54.0%
SWK vs RY
+166.5%
-112.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +3.0% | +10.1% | +10.2% |
| 7D | +17.9% | +2.5% | +15.4% | +15.5% |
| 30D | +31.9% | +8.4% | +23.5% | +22.6% |
| 3M | +16.6% | +1.2% | +15.3% | +15.1% |
| 6M | +61.1% | +19.4% | +41.8% | +35.1% |
| YTD | +64.2% | +25.4% | +38.8% | +30.9% |
| 1Y | +85.2% | +46.7% | +38.5% | +26.6% |
| All | +54.0% | +166.5% | -112.6% | -42.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling