-34.5%
RBLX vs AEIS
+176.9%
-211.4%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +4.9% | -3.6% | -0.6% |
| 7D | +5.1% | +2.3% | +2.8% | +4.0% |
| 30D | +28.0% | -14.8% | +42.8% | +35.4% |
| 3M | +4.6% | -15.6% | +20.2% | +6.3% |
| 6M | -24.7% | -8.7% | -16.0% | -28.9% |
| YTD | -43.8% | +37.3% | -81.2% | -58.1% |
| 1Y | -65.8% | +80.3% | -146.1% | -78.6% |
| 3Y | +59.4% | +177.9% | -118.6% | -30.9% |
| 5Y | -48.2% | +235.8% | -284.1% | -81.3% |
| All | -34.5% | +176.9% | -211.4% | -75.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 10y: compounded portfolio wealth divided by compounded AEIS 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…
10y analysis · Full analysis span regression · 6 months rolling