+34.8%
ROIV vs SWK
+55.1%
-20.3%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +13.1% | -7.0% | +3.6% |
| 7D | +3.0% | +17.9% | -14.9% | 0.0% |
| 30D | +6.8% | +31.9% | -25.1% | +2.3% |
| 3M | +10.5% | +16.6% | -6.0% | +8.4% |
| 6M | +34.8% | +61.1% | -26.3% | +17.2% |
| All | +34.8% | +55.1% | -20.3% | +17.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 6mo: compounded portfolio wealth divided by compounded SWK 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…
6mo analysis · Full analysis span regression · 6 months rolling