+28.8%
RBLX vs SWK
+50.7%
-21.9%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.2% | -3.2% | -3.0% |
| 7D | +1.2% | -1.4% | +2.6% | +1.6% |
| 30D | +5.0% | +25.5% | -20.5% | +0.2% |
| 3M | +31.5% | +11.8% | +19.7% | +28.3% |
| 6M | +18.9% | +48.7% | -29.7% | +9.5% |
| YTD | -38.4% | +57.2% | -95.6% | -44.2% |
| 1Y | -50.7% | +75.3% | -126.0% | -56.4% |
| 3Y | +28.8% | +51.9% | -23.1% | +11.1% |
| All | +28.8% | +50.7% | -21.9% | +11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 3y: compounded portfolio wealth divided by compounded SWK 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…
3y analysis · Full analysis span regression · 6 months rolling