+602.2%
LITE vs RBLX
-22.6%
+624.8%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.9% | -1.6% | -4.0% |
| 7D | +10.8% | +1.2% | +9.5% | +10.7% |
| 30D | -33.4% | +5.0% | -38.4% | -34.1% |
| 3M | -32.2% | +31.5% | -63.7% | -35.7% |
| 6M | -42.1% | +18.9% | -61.0% | -45.7% |
| YTD | +61.9% | -38.4% | +100.3% | +68.7% |
| 1Y | +163.0% | -50.7% | +213.7% | +187.2% |
| 3Y | +1,358.0% | +28.8% | +1,329.2% | +1,205.3% |
| 5Y | +549.9% | -53.6% | +603.5% | +498.1% |
| All | +602.2% | -22.6% | +624.8% | +478.8% |
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