-20.8%
RIVN vs SWKS
-0.7%
-20.1%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.2% | +1.2% | +2.0% |
| 7D | +11.9% | -6.2% | +18.1% | +14.1% |
| 30D | -5.1% | -1.5% | -3.6% | -5.0% |
| 3M | -11.5% | +23.0% | -34.5% | -19.3% |
| 6M | -6.0% | +27.6% | -33.6% | -16.5% |
| YTD | -30.9% | +32.3% | -63.3% | -40.4% |
| 1Y | -10.6% | +20.1% | -30.7% | -19.9% |
| 3Y | -20.8% | +0.6% | -21.4% | -34.2% |
| All | -20.8% | -0.7% | -20.1% | -34.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling