+1,606.8%
SWKS vs RY
+11,573.6%
-9,966.9%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.7% | +4.2% | +4.0% |
| 7D | +12.5% | +3.1% | +9.4% | +10.3% |
| 30D | +10.5% | -0.3% | +10.8% | +10.6% |
| 3M | -7.4% | +8.7% | -16.1% | -12.5% |
| 6M | +32.7% | +28.5% | +4.1% | +12.0% |
| YTD | +19.2% | +25.1% | -6.0% | +2.3% |
| 1Y | +2.4% | +46.3% | -43.9% | -20.7% |
| 3Y | -25.6% | +154.9% | -180.6% | -60.0% |
| 5Y | -53.4% | +140.3% | -193.7% | -73.8% |
| 10Y | +23.2% | +377.0% | -353.9% | -54.9% |
| All | +1,606.8% | +11,573.6% | -9,966.9% | +51.6% |
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