+43.7%
F vs RBLX
-45.5%
+89.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.7% | -3.3% | -3.8% |
| 7D | -4.9% | +8.0% | -12.9% | -5.8% |
| 30D | -2.9% | +20.2% | -23.1% | -5.2% |
| 3M | -9.1% | +3.5% | -12.6% | -10.6% |
| 6M | +12.9% | -28.9% | +41.9% | +15.8% |
| YTD | +6.1% | -45.1% | +51.1% | +11.6% |
| 1Y | +22.5% | -66.2% | +88.7% | +37.0% |
| 3Y | +32.1% | +53.5% | -21.4% | +15.3% |
| 5Y | +43.7% | -48.4% | +92.2% | +30.8% |
| All | +43.7% | -45.5% | +89.2% | +30.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling