-84.4%
RIVN vs SWK
-38.2%
-46.2%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.9% | -2.0% | -1.6% |
| 7D | -2.1% | -0.4% | -1.6% | -1.8% |
| 30D | +1.2% | -5.7% | +6.9% | +5.1% |
| 3M | -13.1% | +24.1% | -37.2% | -24.5% |
| 6M | +5.5% | +24.7% | -19.2% | -9.6% |
| YTD | -20.1% | +33.9% | -54.1% | -35.1% |
| 1Y | +14.9% | +34.7% | -19.8% | -7.9% |
| 3Y | -32.5% | +15.3% | -47.7% | -42.2% |
| All | -84.4% | -38.2% | -46.2% | -75.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling