+56.9%
KORU vs RBLX
-48.0%
+104.9%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.4% | +7.6% | +8.6% |
| 7D | -1.7% | +5.1% | -6.8% | -3.1% |
| 30D | +13.5% | +28.0% | -14.5% | +6.2% |
| 3M | -45.2% | +4.6% | -49.8% | -47.2% |
| 6M | +17.1% | -24.7% | +41.8% | +23.2% |
| YTD | +154.1% | -43.8% | +198.0% | +186.6% |
| 1Y | +375.7% | -65.8% | +441.5% | +512.6% |
| 3Y | +474.0% | +59.4% | +414.6% | +363.2% |
| All | +56.9% | -48.0% | +104.9% | +36.0% |
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