+33.8%
SWKS vs RRC
+35.0%
-1.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.8% | +3.5% | +2.7% |
| 7D | +10.9% | +2.5% | +8.3% | +10.8% |
| 30D | +17.6% | +21.1% | -3.5% | +17.2% |
| 3M | +29.2% | +28.4% | +0.8% | +29.0% |
| 6M | +37.0% | +26.5% | +10.5% | +37.4% |
| YTD | +44.9% | +47.0% | -2.1% | +50.2% |
| 1Y | +33.8% | +35.2% | -1.4% | +41.0% |
| All | +33.8% | +35.0% | -1.2% | +41.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling