+1,053.9%
SWK vs RY
+11,602.4%
-10,548.5%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +3.0% | +10.1% | +11.2% |
| 7D | +17.9% | +2.5% | +15.4% | +16.3% |
| 30D | +31.9% | +8.4% | +23.5% | +25.7% |
| 3M | +16.6% | +1.2% | +15.3% | +15.7% |
| 6M | +61.1% | +19.4% | +41.8% | +44.2% |
| YTD | +64.2% | +25.4% | +38.8% | +42.6% |
| 1Y | +85.2% | +46.7% | +38.5% | +45.9% |
| 3Y | +50.2% | +168.6% | -118.4% | -18.3% |
| 5Y | -22.8% | +132.3% | -155.1% | -53.9% |
| 10Y | +35.8% | +385.7% | -349.9% | -45.0% |
| All | +1,053.9% | +11,602.4% | -10,548.5% | +42.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling