-52.2%
RBLX vs DOCS
-56.1%
+3.9%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.1% | -2.2% | -2.2% |
| 7D | +7.9% | +0.1% | +7.9% | +7.9% |
| 30D | +3.9% | +8.7% | -4.8% | +1.2% |
| 3M | +44.7% | +32.9% | +11.8% | +31.0% |
| 6M | +23.8% | +25.5% | -1.7% | +10.6% |
| YTD | -36.5% | -25.0% | -11.5% | -32.9% |
| 1Y | -50.7% | -34.9% | -15.9% | -45.4% |
| 3Y | +33.8% | +39.3% | -5.5% | -18.4% |
| 5Y | -52.2% | -54.8% | +2.6% | -53.2% |
| All | -52.2% | -56.1% | +3.9% | -53.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling