-46.2%
RBLX vs AEE
+38.7%
-84.9%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | +5.1% | -0.8% | +5.8% | +5.1% |
| 30D | +28.0% | -2.9% | +30.9% | +28.4% |
| 3M | +4.6% | -2.4% | +7.0% | +4.3% |
| 6M | -24.7% | -2.7% | -21.9% | -25.0% |
| YTD | -43.8% | +7.3% | -51.1% | -45.3% |
| 1Y | -65.8% | +7.5% | -73.3% | -66.7% |
| 3Y | +59.4% | +46.2% | +13.2% | +44.7% |
| All | -46.2% | +38.7% | -84.9% | -49.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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