+33.8%
SWKS vs RMD
-4.0%
+37.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.4% | +2.3% | +2.7% |
| 7D | +10.9% | +0.1% | +10.8% | +10.8% |
| 30D | +17.6% | +1.9% | +15.7% | +17.5% |
| 3M | +29.2% | +6.3% | +22.9% | +28.5% |
| 6M | +37.0% | +18.2% | +18.7% | +34.8% |
| YTD | +44.9% | +0.3% | +44.7% | +47.4% |
| 1Y | +33.8% | -4.3% | +38.1% | +39.3% |
| All | +33.8% | -4.0% | +37.8% | +39.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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