-18.1%
SWKS vs RPRX
+81.2%
-99.2%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.3% |
| 7D | +9.4% | +3.3% | +6.1% | +8.4% |
| 30D | +17.0% | +17.9% | -0.9% | +11.6% |
| 3M | +28.9% | +19.2% | +9.7% | +22.2% |
| 6M | +33.1% | +31.7% | +1.4% | +21.9% |
| YTD | +44.8% | +82.5% | -37.7% | +19.7% |
| 1Y | +36.2% | +78.4% | -42.2% | +13.3% |
| 3Y | +11.5% | +177.0% | -165.5% | -20.2% |
| 5Y | -37.1% | +86.5% | -123.5% | -48.8% |
| All | -18.1% | +81.2% | -99.2% | -34.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RPRX.
Daily Out/Under-Performance
Portfolio return minus RPRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RPRX 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 10y: compounded portfolio wealth divided by compounded RPRX 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…
10y analysis · Full analysis span regression · 6 months rolling