+59.4%
RBLX vs AZO
+10.0%
+49.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.2% | +1.5% | +1.4% |
| 7D | +5.1% | -3.6% | +8.6% | +5.5% |
| 30D | +28.0% | -5.6% | +33.6% | +28.9% |
| 3M | +4.6% | -6.6% | +11.3% | +5.5% |
| 6M | -24.7% | -22.5% | -2.1% | -22.7% |
| YTD | -43.8% | -15.2% | -28.7% | -42.9% |
| 1Y | -65.8% | -33.9% | -31.8% | -64.5% |
| 3Y | +59.4% | +11.8% | +47.6% | +60.1% |
| All | +59.4% | +10.0% | +49.3% | +60.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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