-10.6%
RIVN vs SWK
+71.2%
-81.7%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.4% | +2.8% | +2.6% |
| 7D | +11.9% | +11.0% | +0.9% | +7.1% |
| 30D | -5.1% | +30.1% | -35.1% | -15.1% |
| 3M | -11.5% | +14.7% | -26.2% | -16.4% |
| 6M | -6.0% | +44.5% | -50.5% | -19.3% |
| YTD | -30.9% | +59.4% | -90.3% | -41.1% |
| 1Y | -10.6% | +77.5% | -88.1% | -27.9% |
| All | -10.6% | +71.2% | -81.7% | -27.9% |
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