+25.9%
SWKS vs RRC
+10.9%
+15.0%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.9% | +4.4% | +3.7% |
| 7D | +12.5% | +1.3% | +11.2% | +12.3% |
| 30D | +10.5% | +10.1% | +0.4% | +8.8% |
| 3M | -7.4% | +4.0% | -11.4% | -8.2% |
| 6M | +32.7% | +1.6% | +31.1% | +31.9% |
| YTD | +19.2% | +19.7% | -0.5% | +15.1% |
| 1Y | +2.4% | +21.4% | -19.0% | -1.6% |
| 3Y | -25.6% | +29.7% | -55.3% | -29.6% |
| 5Y | -53.4% | +153.9% | -207.3% | -60.9% |
| All | +25.9% | +10.9% | +15.0% | -6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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