ryoku research - swissquote

The chart shows the growth of an initial investment of $10,000 in ryoku research - swissquote, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Based on dividend-adjusted daily data since Apr 11, 2024, ryoku research - swissquote's average daily return is +0.14%, while the average monthly return is +2.89%. At this rate, your investment would double in approximately 2.0 years.

Historically, 64% of months were positive and 36% were negative. The best month was Jan 2026 with a return of +19.1%, while the worst month was Jul 2025 at -10.5%. The longest winning streak lasted 3 consecutive months, and the longest losing streak was 2 months.

On a daily basis, ryoku research - swissquote closed higher 55% of trading days. The best single day was Aug 20, 2024 with a return of +7.2%, while the worst single day was Apr 4, 2025 at -5.9%.

ryoku research - swissquote has an annualized alpha of 25.04%, beta of 1.02, and R² of 0.41 versus S&P 500 Index. Calculated based on daily prices since April 11, 2024.

• This portfolio captured 176.71% of S&P 500 Index gains but only 32.82% of its losses — a favorable profile for investors.
• R² of 0.41 means the benchmark explains less than half of this portfolio's behavior — treat beta with caution or consider switching to a more representative benchmark.

Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

ryoku research - swissquote ranks 82 for risk / return — in the top 82% of portfolios on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

ryoku research - swissquote Sharpe ratios as of Apr 3, 2026 (values are recalculated daily):

• 1-Year: 1.89
• All Time: 1.46

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

Compared to the broad market, where average Sharpe ratios range from 0.98 to 1.66, this portfolio's current Sharpe ratio is in the top 25%. This signifies superior risk-adjusted performance, meaning the portfolio is delivering strong returns for the level of risk taken compared to most others.

The chart below shows the rolling Sharpe ratio of ryoku research - swissquote compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

ryoku research - swissquote provided a 0.66% dividend yield over the last twelve months.

The table below shows the monthly dividends paid by this portfolio.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the ryoku research - swissquote. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the ryoku research - swissquote was 16.37%, occurring on Apr 7, 2025. Recovery took 30 trading sessions.

The current ryoku research - swissquote drawdown is 8.77%.

The chart below shows the rolling one-month volatility.