-49.0%
RBLX vs SWK
-38.7%
-10.3%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.9% | +3.4% | +4.0% |
| 7D | +12.4% | -0.4% | +12.9% | +12.6% |
| 30D | +19.7% | -5.7% | +25.4% | +22.6% |
| 3M | -0.1% | +24.1% | -24.2% | -9.4% |
| 6M | -35.7% | +24.7% | -60.5% | -42.5% |
| YTD | -46.6% | +33.9% | -80.5% | -53.9% |
| 1Y | -66.6% | +34.7% | -101.3% | -71.7% |
| 3Y | +52.3% | +15.3% | +37.0% | +29.3% |
| All | -49.0% | -38.7% | -10.3% | -35.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling