+28.8%
RBLX vs EXR
+53.5%
-24.7%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.2% | -3.1% | -3.0% |
| 7D | +1.2% | -0.4% | +1.7% | +1.3% |
| 30D | +5.0% | +18.2% | -13.2% | +2.9% |
| 3M | +31.5% | +7.3% | +24.2% | +30.2% |
| 6M | +18.9% | +13.8% | +5.1% | +16.9% |
| YTD | -38.4% | +25.9% | -64.3% | -40.2% |
| 1Y | -50.7% | +25.8% | -76.5% | -52.2% |
| 3Y | +28.8% | +53.7% | -24.9% | +13.2% |
| All | +28.8% | +53.5% | -24.7% | +13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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