+19.7%
RBLX vs AMIX
-100.0%
+119.7%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | 0.0% | +3.5% | +3.5% |
| 7D | +14.7% | -16.0% | +30.7% | +14.9% |
| 30D | +6.2% | -55.4% | +61.7% | +7.0% |
| 3M | +36.8% | -87.5% | +124.3% | +39.3% |
| 6M | +12.7% | -81.2% | +93.9% | +12.2% |
| YTD | -39.2% | -86.8% | +47.7% | -39.0% |
| 1Y | -51.3% | -91.6% | +40.3% | -50.9% |
| All | +19.7% | -100.0% | +119.7% | +21.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 3y: compounded portfolio wealth divided by compounded AMIX 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…
3y analysis · Full analysis span regression · 6 months rolling