-46.2%
RBLX vs AZO
+85.8%
-132.0%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.2% | +1.5% | +1.4% |
| 7D | +5.1% | -3.6% | +8.6% | +6.2% |
| 30D | +28.0% | -5.6% | +33.6% | +30.3% |
| 3M | +4.6% | -6.6% | +11.3% | +6.7% |
| 6M | -24.7% | -22.5% | -2.1% | -18.6% |
| YTD | -43.8% | -15.2% | -28.7% | -41.5% |
| 1Y | -65.8% | -33.9% | -31.8% | -61.2% |
| 3Y | +59.4% | +11.8% | +47.6% | +40.9% |
| All | -46.2% | +85.8% | -132.0% | -66.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling