-50.7%
RBLX vs AXP
-13.3%
-37.4%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.6% | -0.7% | -1.3% |
| 7D | +7.9% | -2.1% | +10.0% | +9.4% |
| 30D | +3.9% | +2.7% | +1.2% | +2.6% |
| 3M | +44.7% | -7.3% | +52.0% | +50.9% |
| 6M | +23.8% | +1.8% | +22.0% | +23.4% |
| YTD | -36.5% | -13.1% | -23.5% | -35.2% |
| 1Y | -50.7% | -13.7% | -37.0% | -49.6% |
| All | -50.7% | -13.3% | -37.4% | -49.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AXP.
Daily Out/Under-Performance
Portfolio return minus AXP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXP 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 1y: compounded portfolio wealth divided by compounded AXP 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…
1y analysis · Full analysis span regression · 6 months rolling