-35.5%
RBLX vs BEN
+69.1%
-104.6%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.2% | +3.7% | +3.6% |
| 7D | +10.2% | +4.7% | +5.5% | +7.6% |
| 30D | +18.6% | +2.6% | +16.0% | +16.9% |
| 3M | +6.0% | +11.5% | -5.5% | -0.6% |
| 6M | -29.5% | +35.3% | -64.8% | -40.8% |
| YTD | -44.7% | +48.6% | -93.3% | -56.1% |
| 1Y | -65.1% | +46.7% | -111.8% | -72.3% |
| 3Y | +54.5% | +57.0% | -2.5% | +11.7% |
| 5Y | -46.3% | +41.8% | -88.2% | -60.4% |
| All | -35.5% | +69.1% | -104.6% | -58.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling