+14.9%
RIVN vs SWKS
+4.6%
+10.2%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.5% | -4.6% | -2.2% |
| 7D | -2.1% | +12.5% | -14.6% | -5.8% |
| 30D | +1.2% | +10.5% | -9.3% | -2.2% |
| 3M | -13.1% | -7.4% | -5.7% | -11.9% |
| 6M | +5.5% | +32.7% | -27.2% | -6.9% |
| YTD | -20.1% | +19.2% | -39.3% | -27.0% |
| 1Y | +14.9% | +2.4% | +12.5% | +12.7% |
| All | +14.9% | +4.6% | +10.2% | +12.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling