-32.1%
RIOT vs SWKS
-53.5%
+21.4%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +3.5% | -0.4% | +0.4% |
| 7D | +14.8% | +12.5% | +2.3% | +4.6% |
| 30D | +1.4% | +10.5% | -9.1% | -6.8% |
| 3M | -20.6% | -7.4% | -13.2% | -16.4% |
| 6M | +31.9% | +32.7% | -0.8% | -1.1% |
| YTD | +72.1% | +19.2% | +52.9% | +36.8% |
| 1Y | +65.7% | +2.4% | +63.3% | +47.8% |
| 3Y | +97.5% | -25.6% | +123.1% | +121.5% |
| All | -32.1% | -53.5% | +21.4% | +44.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 SWKS 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