+78.1%
IVV vs RBLX
+31.2%
+46.9%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.9% | +2.5% | -0.1% |
| 7D | +2.6% | +1.2% | +1.3% | +2.4% |
| 30D | -2.0% | +5.0% | -7.0% | -2.7% |
| 3M | -2.8% | +31.5% | -34.3% | -5.7% |
| 6M | +2.2% | +18.9% | -16.8% | -1.2% |
| YTD | +11.5% | -38.4% | +49.9% | +15.1% |
| 1Y | +13.5% | -50.7% | +64.2% | +20.4% |
| 3Y | +78.1% | +28.8% | +49.3% | +63.9% |
| All | +78.1% | +31.2% | +46.9% | +63.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling