-8.7%
SWKS vs ROKU
+883.2%
-891.9%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.2% | +2.0% | +1.9% |
| 7D | +11.8% | -0.1% | +11.9% | +11.8% |
| 30D | +6.7% | +1.5% | +5.3% | +6.4% |
| 3M | 0.0% | +25.7% | -25.7% | -4.3% |
| 6M | +38.7% | +54.5% | -15.7% | +27.4% |
| YTD | +21.4% | +43.2% | -21.8% | +12.6% |
| 1Y | +2.9% | +56.3% | -53.4% | -6.2% |
| 3Y | -16.4% | +86.1% | -102.5% | -29.6% |
| 5Y | -51.2% | -53.6% | +2.4% | -53.6% |
| All | -8.7% | +883.2% | -891.9% | -29.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ROKU.
Daily Out/Under-Performance
Portfolio return minus ROKU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROKU 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ROKU 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling