-86.4%
RIVN vs SWKS
-41.6%
-44.8%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.1% | -2.1% | -2.1% |
| 7D | +3.1% | -3.1% | +6.2% | +4.9% |
| 30D | -1.9% | +8.3% | -10.2% | -6.7% |
| 3M | -16.4% | +20.2% | -36.6% | -27.7% |
| 6M | -3.7% | +24.9% | -28.6% | -21.0% |
| YTD | -30.5% | +33.2% | -63.6% | -46.9% |
| 1Y | -16.5% | +23.6% | -40.1% | -33.1% |
| 3Y | -11.0% | +1.3% | -12.3% | -29.9% |
| 5Y | -86.4% | -40.6% | -45.8% | -79.2% |
| All | -86.4% | -41.6% | -44.8% | -79.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling