-49.0%
RBLX vs DOCS
-73.4%
+24.4%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -2.8% | +7.1% | +5.3% |
| 7D | +12.4% | -1.4% | +13.8% | +12.9% |
| 30D | +19.7% | +21.8% | -2.1% | +9.7% |
| 3M | -0.1% | +27.3% | -27.4% | -9.5% |
| 6M | -35.7% | -0.3% | -35.4% | -38.2% |
| YTD | -46.6% | -40.5% | -6.1% | -38.8% |
| 1Y | -66.6% | -61.5% | -5.1% | -55.7% |
| 3Y | +52.3% | +8.2% | +44.1% | +2.3% |
| All | -49.0% | -73.4% | +24.4% | -44.3% |
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