+14.1%
SWKS vs ROIV
+84.7%
-70.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.2% | +2.1% | -1.7% |
| 7D | -9.2% | -2.4% | -6.8% | -9.0% |
| 30D | -1.9% | +3.1% | -5.0% | -2.2% |
| 3M | +21.2% | +5.8% | +15.4% | +19.4% |
| 6M | +12.9% | +29.3% | -16.4% | +8.6% |
| YTD | +30.7% | +68.8% | -38.0% | +24.1% |
| 1Y | +14.1% | +81.0% | -66.9% | +8.8% |
| All | +14.1% | +84.7% | -70.5% | +8.8% |
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