+15.6%
RIVN vs SWKS
+3.4%
+12.2%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.8% | +0.9% | +2.1% |
| 7D | +4.1% | +11.8% | -7.7% | +0.3% |
| 30D | +1.1% | +6.7% | -5.7% | -1.1% |
| 3M | -4.0% | 0.0% | -4.0% | -5.0% |
| 6M | +5.2% | +38.7% | -33.5% | -8.5% |
| YTD | -18.0% | +21.4% | -39.3% | -25.4% |
| 1Y | +15.6% | +2.9% | +12.7% | +13.5% |
| All | +15.6% | +3.4% | +12.2% | +13.5% |
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