+62.2%
RIOT vs SWK
+28.2%
+34.0%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.9% | +2.2% | +2.5% |
| 7D | +14.8% | -0.4% | +15.2% | +15.2% |
| 30D | +1.4% | -5.7% | +7.1% | +5.2% |
| 3M | -20.6% | +24.1% | -44.7% | -31.6% |
| 6M | +31.9% | +24.7% | +7.2% | +10.8% |
| YTD | +72.1% | +33.9% | +38.1% | +39.4% |
| All | +62.2% | +28.2% | +34.0% | +24.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling