+4,880.5%
RIO vs SWK
+1,729.7%
+3,150.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.6% | +0.9% | -0.5% |
| 7D | -0.1% | +11.3% | -11.4% | -4.9% |
| 30D | -13.3% | +28.1% | -41.4% | -22.5% |
| 3M | -16.3% | +12.6% | -28.9% | -21.1% |
| 6M | -15.4% | +51.7% | -67.1% | -30.3% |
| YTD | +9.2% | +60.0% | -50.8% | -13.0% |
| 1Y | +26.5% | +72.7% | -46.2% | -2.8% |
| 3Y | +49.9% | +46.3% | +3.6% | +16.4% |
| 5Y | +93.9% | -24.6% | +118.6% | +91.5% |
| 10Y | +422.3% | +32.2% | +390.1% | +264.5% |
| All | +4,880.5% | +1,729.7% | +3,150.7% | +1,670.3% |
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