-46.3%
RBLX vs SWKS
-52.0%
+5.6%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.8% | +1.6% | +2.6% |
| 7D | +10.2% | +11.8% | -1.6% | +4.5% |
| 30D | +18.6% | +6.7% | +11.9% | +14.9% |
| 3M | +6.0% | 0.0% | +5.9% | +4.5% |
| 6M | -29.5% | +38.7% | -68.2% | -43.2% |
| YTD | -44.7% | +21.4% | -66.0% | -52.9% |
| 1Y | -65.1% | +2.9% | -68.0% | -67.8% |
| 3Y | +54.5% | -16.4% | +70.9% | +44.4% |
| 5Y | -46.3% | -51.2% | +4.8% | -28.7% |
| All | -46.3% | -52.0% | +5.6% | -28.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling