-43.6%
SWKS vs RMD
-5.3%
-38.3%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.7% | +2.9% | +1.8% |
| 7D | -6.2% | +2.3% | -8.5% | -7.1% |
| 30D | -1.5% | +4.1% | -5.6% | -3.4% |
| 3M | +23.0% | +5.7% | +17.3% | +19.4% |
| 6M | +27.6% | +12.9% | +14.7% | +19.9% |
| YTD | +32.3% | -1.5% | +33.8% | +30.9% |
| 1Y | +20.1% | -4.8% | +24.9% | +20.5% |
| 3Y | +0.6% | +57.5% | -56.8% | -18.7% |
| All | -43.6% | -5.3% | -38.3% | -45.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling