+33.3%
RBLX vs BAM
+67.8%
-34.5%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.4% | +1.7% | +0.5% |
| 7D | +8.0% | -3.9% | +12.0% | +10.2% |
| 30D | +20.2% | -8.8% | +29.0% | +25.7% |
| 3M | +3.5% | +2.2% | +1.3% | +1.5% |
| 6M | -28.9% | +5.9% | -34.9% | -31.9% |
| YTD | -45.1% | -6.1% | -38.9% | -44.1% |
| 1Y | -66.2% | -11.6% | -54.6% | -64.7% |
| 3Y | +53.5% | +51.7% | +1.8% | +17.2% |
| All | +33.3% | +67.8% | -34.5% | -5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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