-46.2%
RBLX vs AEIS
+232.6%
-278.8%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +4.9% | -3.6% | -0.6% |
| 7D | +5.1% | +2.3% | +2.8% | +4.1% |
| 30D | +28.0% | -14.8% | +42.8% | +35.2% |
| 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% | -58.2% |
| 1Y | -65.8% | +80.3% | -146.1% | -78.8% |
| 3Y | +59.4% | +177.9% | -118.6% | -32.5% |
| All | -46.2% | +232.6% | -278.8% | -82.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling