+24.0%
SWKS vs RIO
+26.4%
-2.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.1% | +2.0% | +0.3% |
| 7D | -3.1% | +3.6% | -6.7% | -3.9% |
| 30D | +8.3% | -10.8% | +19.1% | +11.3% |
| 3M | +20.2% | -15.2% | +35.5% | +24.7% |
| 6M | +24.9% | -18.0% | +42.9% | +29.8% |
| YTD | +33.2% | +11.0% | +22.2% | +23.4% |
| All | +24.0% | +26.4% | -2.4% | +2.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 RIO 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