-34.5%
RBLX vs DOW
-37.8%
+3.2%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.1% | +3.4% | +1.8% |
| 7D | +5.1% | -1.4% | +6.4% | +5.3% |
| 30D | +28.0% | -3.9% | +32.0% | +28.9% |
| 3M | +4.6% | -12.7% | +17.3% | +7.2% |
| 6M | -24.7% | -13.7% | -11.0% | -23.5% |
| YTD | -43.8% | +28.4% | -72.2% | -49.5% |
| 1Y | -65.8% | +21.8% | -87.5% | -68.9% |
| 3Y | +59.4% | -35.7% | +95.1% | +80.1% |
| 5Y | -48.2% | -36.8% | -11.4% | -39.8% |
| All | -34.5% | -37.8% | +3.2% | -21.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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