+31.0%
SWKS vs RJF
+428.9%
-397.8%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.0% | +2.8% | +2.4% |
| 7D | +11.8% | +1.8% | +10.1% | +10.7% |
| 30D | +6.7% | 0.0% | +6.7% | +6.5% |
| 3M | 0.0% | +18.0% | -18.0% | -9.4% |
| 6M | +38.7% | +17.0% | +21.8% | +25.7% |
| YTD | +21.4% | +11.1% | +10.2% | +12.6% |
| 1Y | +2.9% | +8.0% | -5.1% | -3.0% |
| 3Y | -16.4% | +73.3% | -89.7% | -41.3% |
| 5Y | -51.2% | +107.4% | -158.6% | -69.6% |
| 10Y | +31.0% | +428.5% | -397.5% | -52.5% |
| All | +31.0% | +428.9% | -397.8% | -52.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded RJF 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling