+31.4%
SWKS vs RCAT
-51.9%
+83.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +1.9% | +4.1% | +5.8% |
| 7D | +5.7% | +7.2% | -1.6% | +4.7% |
| 30D | +17.3% | -20.4% | +37.7% | +19.3% |
| 3M | +28.3% | -59.8% | +88.0% | +38.1% |
| 6M | +26.1% | -61.9% | +87.9% | +35.0% |
| YTD | +41.1% | -45.9% | +87.0% | +40.2% |
| 1Y | +31.4% | -50.5% | +81.9% | +31.3% |
| All | +31.4% | -51.9% | +83.3% | +31.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 RCAT 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