+59.4%
RBLX vs DUK
+47.2%
+12.2%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.3% | +1.4% |
| 7D | +5.1% | -0.7% | +5.7% | +4.9% |
| 30D | +28.0% | -2.4% | +30.5% | +27.4% |
| 3M | +4.6% | -3.0% | +7.6% | +4.1% |
| 6M | -24.7% | -6.6% | -18.1% | -25.5% |
| YTD | -43.8% | +4.6% | -48.4% | -43.3% |
| 1Y | -65.8% | +1.2% | -67.0% | -65.5% |
| 3Y | +59.4% | +45.7% | +13.7% | +64.9% |
| All | +59.4% | +47.2% | +12.2% | +64.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DUK.
Daily Out/Under-Performance
Portfolio return minus DUK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DUK 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 3y: compounded portfolio wealth divided by compounded DUK 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…
3y analysis · Full analysis span regression · 6 months rolling