+8,794.6%
SWKS vs RRC
+1,459.8%
+7,334.8%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.7% | +1.6% | -1.6% |
| 7D | -9.2% | -6.9% | -2.3% | -8.4% |
| 30D | -1.9% | +25.4% | -27.3% | -4.9% |
| 3M | +21.2% | +31.9% | -10.7% | +16.7% |
| 6M | +12.9% | +17.2% | -4.3% | +10.1% |
| YTD | +30.7% | +43.4% | -12.7% | +24.0% |
| 1Y | +14.1% | +36.7% | -22.6% | +8.8% |
| 3Y | -1.7% | +38.8% | -40.5% | -7.0% |
| 5Y | -43.0% | +118.3% | -161.3% | -50.2% |
| 10Y | +34.3% | +67.7% | -33.4% | +7.1% |
| All | +8,794.6% | +1,459.8% | +7,334.8% | +5,870.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling