+2.4%
SWKS vs ROIV
+177.7%
-175.3%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.5% | +2.0% | +3.3% |
| 7D | +12.5% | +0.6% | +11.9% | +12.4% |
| 30D | +10.5% | +1.0% | +9.5% | +10.4% |
| 3M | -7.4% | +18.3% | -25.7% | -8.8% |
| 6M | +32.7% | +18.3% | +14.3% | +29.7% |
| YTD | +19.2% | +61.0% | -41.8% | +14.7% |
| 1Y | +2.4% | +177.9% | -175.5% | -3.1% |
| All | +2.4% | +177.7% | -175.3% | -3.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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