+57.6%
RBLX vs BAM
+84.8%
-27.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.7% | +4.5% | +3.7% |
| 7D | +6.7% | -2.9% | +9.6% | +8.4% |
| 30D | +6.1% | +14.7% | -8.6% | -1.2% |
| 3M | +45.3% | -4.1% | +49.4% | +48.2% |
| 6M | +27.4% | +9.6% | +17.8% | +20.3% |
| YTD | -35.1% | +3.4% | -38.5% | -37.3% |
| 1Y | -49.7% | +1.0% | -50.8% | -50.9% |
| 3Y | +36.9% | +88.2% | -51.3% | -6.4% |
| All | +57.6% | +84.8% | -27.3% | +5.9% |
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