+9,769.6%
SWKS vs RIO
+6,008.3%
+3,761.3%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.4% | +3.1% | +3.4% |
| 7D | +12.5% | 0.0% | +12.5% | +12.5% |
| 30D | +10.5% | +4.0% | +6.5% | +8.7% |
| 3M | -7.4% | +0.1% | -7.5% | -7.5% |
| 6M | +32.7% | +12.7% | +19.9% | +25.5% |
| YTD | +19.2% | +35.6% | -16.4% | +4.3% |
| 1Y | +2.4% | +73.7% | -71.3% | -18.7% |
| 3Y | -25.6% | +93.3% | -118.9% | -43.6% |
| 5Y | -53.4% | +92.4% | -145.9% | -65.5% |
| 10Y | +23.2% | +606.9% | -583.8% | -45.0% |
| All | +9,769.6% | +6,008.3% | +3,761.3% | +1,990.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling