+1,772.6%
SWKS vs RY
+11,266.1%
-9,493.5%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.9% | +0.8% | -0.2% |
| 7D | -9.2% | -1.1% | -8.1% | -8.6% |
| 30D | -1.9% | +4.4% | -6.3% | -4.8% |
| 3M | +21.2% | -2.9% | +24.2% | +23.2% |
| 6M | +12.9% | +15.6% | -2.7% | +2.0% |
| YTD | +30.7% | +21.8% | +8.9% | +14.0% |
| 1Y | +14.1% | +42.6% | -28.4% | -10.4% |
| 3Y | -1.7% | +160.9% | -162.6% | -47.9% |
| 5Y | -43.0% | +126.1% | -169.1% | -66.7% |
| 10Y | +34.3% | +371.7% | -337.4% | -50.5% |
| All | +1,772.6% | +11,266.1% | -9,493.5% | +68.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling