-26.3%
RBLX vs DOC
-8.8%
-17.6%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.2% | -0.4% |
| 7D | +12.6% | +4.3% | +8.3% | +10.9% |
| 30D | +6.4% | +9.2% | -2.7% | +2.9% |
| 3M | +38.2% | -0.8% | +39.0% | +38.5% |
| 6M | +22.1% | +7.1% | +15.0% | +18.7% |
| YTD | -36.8% | +34.0% | -70.8% | -44.8% |
| 1Y | -51.4% | +23.2% | -74.6% | -55.9% |
| 3Y | +33.2% | +53.6% | -20.4% | 0.0% |
| 5Y | -46.3% | -20.4% | -25.8% | -41.0% |
| All | -26.3% | -8.8% | -17.6% | -30.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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