+23.8%
SWKS vs RVMD
+224.2%
-200.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.1% | -3.3% | +0.9% |
| 7D | -2.7% | +6.4% | -9.1% | -2.6% |
| 30D | +8.5% | +5.5% | +3.0% | +8.7% |
| 3M | +17.3% | -2.4% | +19.7% | +17.3% |
| 6M | +25.1% | +41.1% | -16.0% | +27.6% |
| YTD | +33.3% | +151.3% | -117.9% | +53.1% |
| All | +23.8% | +224.2% | -200.4% | +39.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 RVMD 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