-24.0%
RIVN vs SWKS
+22.9%
-46.9%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.1% | -2.1% | -2.2% |
| 7D | +3.1% | -3.1% | +6.2% | +3.7% |
| 30D | -1.9% | +8.3% | -10.2% | -3.9% |
| 3M | -16.4% | +20.2% | -36.6% | -21.5% |
| 6M | -3.7% | +24.9% | -28.6% | -11.4% |
| YTD | -30.5% | +33.2% | -63.6% | -38.9% |
| All | -24.0% | +22.9% | -46.9% | -31.1% |
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