-35.9%
RBLX vs DOW
-37.0%
+1.0%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.6% |
| 7D | +8.0% | -6.0% | +14.0% | +9.3% |
| 30D | +20.2% | -2.7% | +22.9% | +20.7% |
| 3M | +3.5% | -10.5% | +14.0% | +5.5% |
| 6M | -28.9% | -12.4% | -16.5% | -28.1% |
| YTD | -45.1% | +30.0% | -75.1% | -50.7% |
| 1Y | -66.2% | +27.8% | -94.0% | -69.7% |
| 3Y | +53.5% | -34.9% | +88.4% | +73.1% |
| 5Y | -48.4% | -35.9% | -12.6% | -40.2% |
| All | -35.9% | -37.0% | +1.0% | -23.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling