+439.9%
APH vs RBLX
-20.3%
+460.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.3% | +2.7% | +0.7% |
| 7D | +11.1% | +7.9% | +3.2% | +10.1% |
| 30D | -7.3% | +3.9% | -11.2% | -8.1% |
| 3M | -6.2% | +44.7% | -50.8% | -11.3% |
| 6M | +24.9% | +23.8% | +1.1% | +18.9% |
| YTD | +18.4% | -36.5% | +55.0% | +22.1% |
| 1Y | +13.0% | -50.7% | +63.7% | +20.2% |
| 3Y | +276.4% | +33.8% | +242.6% | +249.7% |
| 5Y | +296.4% | -52.2% | +348.6% | +267.9% |
| All | +439.9% | -20.3% | +460.1% | +385.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RBLX.
Daily Out/Under-Performance
Portfolio return minus RBLX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBLX 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 all: compounded portfolio wealth divided by compounded RBLX 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…
all analysis · Full analysis span regression · 6 months rolling