-25.8%
RBLX vs SWKS
-44.1%
+18.4%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.8% | +3.9% | +4.3% |
| 7D | +20.3% | -2.7% | +23.1% | +21.7% |
| 30D | +7.3% | +8.5% | -1.2% | +3.5% |
| 3M | +36.5% | +17.3% | +19.3% | +23.0% |
| 6M | +23.1% | +25.1% | -2.0% | +4.1% |
| YTD | -36.3% | +33.3% | -69.7% | -49.9% |
| 1Y | -51.7% | +22.9% | -74.6% | -60.2% |
| 3Y | +35.6% | +5.5% | +30.1% | +3.5% |
| 5Y | -52.9% | -41.9% | -11.0% | -39.7% |
| All | -25.8% | -44.1% | +18.4% | -15.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 10y: compounded portfolio wealth divided by compounded SWKS 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…
10y analysis · Full analysis span regression · 6 months rolling