+1,009.8%
LITE vs RBLX
-46.7%
+1,056.5%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +3.5% | +7.6% | +10.5% |
| 7D | +12.6% | +10.2% | +2.4% | +10.9% |
| 30D | +9.9% | +18.6% | -8.7% | +6.7% |
| 3M | +9.3% | +6.0% | +3.3% | +5.7% |
| 6M | +75.2% | -29.5% | +104.7% | +80.8% |
| YTD | +165.5% | -44.7% | +210.2% | +183.9% |
| 1Y | +555.0% | -65.1% | +620.1% | +668.2% |
| 3Y | +1,870.5% | +54.5% | +1,816.0% | +1,626.2% |
| 5Y | +1,009.8% | -46.3% | +1,056.2% | +893.7% |
| All | +1,009.8% | -46.7% | +1,056.5% | +893.7% |
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