-83.9%
RIVN vs SWKS
-46.8%
-37.2%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.8% | +0.9% | +1.6% |
| 7D | +4.1% | +11.8% | -7.7% | -2.9% |
| 30D | +1.1% | +6.7% | -5.7% | -3.2% |
| 3M | -4.0% | 0.0% | -4.0% | -5.3% |
| 6M | +5.2% | +38.7% | -33.5% | -18.7% |
| YTD | -18.0% | +21.4% | -39.3% | -31.7% |
| 1Y | +15.6% | +2.9% | +12.7% | +6.7% |
| 3Y | -30.0% | -16.4% | -13.6% | -32.8% |
| All | -83.9% | -46.8% | -37.2% | -73.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling