-34.5%
RBLX vs BEN
+64.2%
-98.7%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | +5.1% | -3.1% | +8.2% | +6.8% |
| 30D | +28.0% | +0.2% | +27.8% | +27.8% |
| 3M | +4.6% | +6.8% | -2.2% | +0.3% |
| 6M | -24.7% | +38.1% | -62.8% | -37.5% |
| YTD | -43.8% | +44.3% | -88.2% | -54.7% |
| 1Y | -65.8% | +42.6% | -108.3% | -72.4% |
| 3Y | +59.4% | +52.3% | +7.1% | +17.1% |
| 5Y | -48.2% | +37.6% | -85.9% | -61.2% |
| All | -34.5% | +64.2% | -98.7% | -57.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 10y: compounded portfolio wealth divided by compounded BEN 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…
10y analysis · Full analysis span regression · 6 months rolling