+583.9%
RIOT vs SWK
+29.6%
+554.3%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | -0.4% | +13.6% | +13.5% |
| 7D | +30.4% | +11.0% | +19.4% | +20.6% |
| 30D | -9.9% | +30.1% | -39.9% | -25.8% |
| 3M | -21.2% | +14.7% | -35.9% | -29.2% |
| 6M | -29.5% | +44.5% | -74.0% | -46.6% |
| YTD | +31.9% | +59.4% | -27.5% | -6.9% |
| 1Y | -3.6% | +77.5% | -81.2% | -37.1% |
| 3Y | +51.8% | +49.5% | +2.3% | +5.1% |
| 5Y | -46.9% | -24.9% | -22.0% | -41.3% |
| All | +583.9% | +29.6% | +554.3% | +487.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling