+138.5%
QQQM vs RBLX
-29.5%
+168.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.4% | -0.5% | +0.7% |
| 7D | -0.6% | +5.1% | -5.6% | -1.3% |
| 30D | -1.2% | +28.0% | -29.2% | -4.7% |
| 3M | -0.1% | +4.6% | -4.7% | -2.1% |
| 6M | +18.0% | -24.7% | +42.6% | +20.3% |
| YTD | +16.7% | -43.8% | +60.5% | +23.5% |
| 1Y | +23.0% | -65.8% | +88.8% | +39.8% |
| 3Y | +93.3% | +59.4% | +34.0% | +69.0% |
| 5Y | +96.3% | -48.2% | +144.5% | +79.9% |
| All | +138.5% | -29.5% | +168.0% | +110.5% |
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