+3.7%
SWKS vs VIVK
-100.0%
+103.6%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +7.7% | -5.8% | +1.8% |
| 7D | +11.8% | +13.1% | -1.2% | +11.8% |
| 30D | +6.7% | -29.7% | +36.4% | +6.7% |
| 3M | 0.0% | -93.0% | +93.0% | +1.3% |
| 6M | +38.7% | -98.0% | +136.7% | +41.6% |
| YTD | +21.4% | -97.8% | +119.1% | +22.0% |
| All | +3.7% | -100.0% | +103.6% | +11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VIVK.
Daily Out/Under-Performance
Portfolio return minus VIVK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIVK 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 VIVK 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