+4,964.3%
RIO vs SWK
+1,778.3%
+3,186.0%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +13.1% | -9.5% | -2.0% |
| 7D | -1.6% | +17.9% | -19.5% | -8.6% |
| 30D | -11.6% | +31.9% | -43.5% | -22.0% |
| 3M | -12.7% | +16.6% | -29.3% | -18.9% |
| 6M | -12.4% | +61.1% | -73.5% | -29.6% |
| YTD | +11.0% | +64.2% | -53.2% | -12.5% |
| 1Y | +30.8% | +85.2% | -54.4% | -2.5% |
| 3Y | +52.4% | +50.2% | +2.2% | +17.0% |
| 5Y | +96.4% | -22.8% | +119.2% | +92.0% |
| 10Y | +431.1% | +35.8% | +395.3% | +266.5% |
| All | +4,964.3% | +1,778.3% | +3,186.0% | +1,680.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 SWK 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