-42.9%
RBLX vs DOCS
-19.0%
-23.8%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.4% | -3.4% | -3.1% |
| 7D | +1.2% | +2.6% | -1.3% | +0.5% |
| 30D | +5.0% | +11.4% | -6.4% | +1.8% |
| 3M | +31.5% | +25.4% | +6.1% | +22.3% |
| 6M | +18.9% | +42.5% | -23.6% | +3.5% |
| YTD | -38.4% | -24.7% | -13.7% | -35.4% |
| 1Y | -50.7% | -32.9% | -17.8% | -46.6% |
| 3Y | +28.8% | +39.6% | -10.8% | -12.7% |
| 5Y | -53.6% | -54.6% | +1.0% | -56.5% |
| All | -42.9% | -19.0% | -23.8% | -47.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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