+18.9%
SWKS vs RY
+46.4%
-27.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +3.0% | -5.9% | -4.3% |
| 7D | -4.9% | +2.5% | -7.4% | -6.0% |
| 30D | -1.2% | +8.4% | -9.6% | -5.0% |
| 3M | +24.2% | +1.2% | +22.9% | +23.1% |
| 6M | +21.5% | +19.4% | +2.1% | +10.3% |
| YTD | +33.5% | +25.4% | +8.1% | +16.6% |
| 1Y | +18.9% | +46.7% | -27.8% | -13.1% |
| All | +18.9% | +46.4% | -27.5% | -13.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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