-41.4%
RBLX vs DOCS
-21.3%
-20.1%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.4% | +0.6% | -0.4% |
| 7D | +12.6% | -0.6% | +13.2% | +12.9% |
| 30D | +6.4% | +6.3% | +0.2% | +4.7% |
| 3M | +38.2% | +26.5% | +11.7% | +28.1% |
| 6M | +22.1% | +24.8% | -2.6% | +10.5% |
| YTD | -36.8% | -26.8% | -10.0% | -33.2% |
| 1Y | -51.4% | -38.3% | -13.1% | -45.9% |
| 3Y | +33.2% | +36.0% | -2.8% | -9.0% |
| 5Y | -46.3% | -55.0% | +8.7% | -49.4% |
| All | -41.4% | -21.3% | -20.1% | -45.8% |
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