-43.6%
RBLX vs DOCS
-21.0%
-22.5%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.0% | +5.5% | +4.1% |
| 7D | +14.7% | -0.8% | +15.4% | +15.0% |
| 30D | +6.2% | +17.4% | -11.2% | +1.3% |
| 3M | +36.8% | +57.4% | -20.6% | +16.9% |
| 6M | +12.7% | +26.5% | -13.9% | +1.5% |
| YTD | -39.2% | -26.6% | -12.6% | -35.7% |
| 1Y | -51.3% | -48.1% | -3.3% | -42.9% |
| 3Y | +45.6% | +52.6% | -7.0% | -6.5% |
| 5Y | -36.8% | -52.1% | +15.3% | -40.6% |
| All | -43.6% | -21.0% | -22.5% | -47.8% |
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