-59.7%
RIOT vs SWK
-28.9%
-30.8%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.2% | -0.2% | -0.8% |
| 7D | +20.8% | -2.0% | +22.8% | +22.6% |
| 30D | +7.0% | +24.6% | -17.6% | -10.3% |
| 3M | -12.3% | +10.8% | -23.0% | -19.7% |
| 6M | -27.3% | +46.1% | -73.3% | -46.5% |
| YTD | +40.7% | +56.8% | -16.1% | -2.6% |
| 1Y | +15.3% | +72.7% | -57.4% | -26.1% |
| 3Y | +72.1% | +49.9% | +22.2% | +12.0% |
| 5Y | -59.7% | -30.9% | -28.8% | -58.5% |
| All | -59.7% | -28.9% | -30.8% | -58.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling