-35.9%
RBLX vs FIVN
-81.4%
+45.5%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.8% | +2.1% | +0.5% |
| 7D | +8.0% | -9.6% | +17.6% | +12.3% |
| 30D | +20.2% | -11.9% | +32.1% | +25.9% |
| 3M | +3.5% | +40.1% | -36.5% | -11.8% |
| 6M | -28.9% | +68.3% | -97.3% | -48.1% |
| YTD | -45.1% | +51.5% | -96.5% | -58.7% |
| 1Y | -66.2% | +15.1% | -81.3% | -71.2% |
| 3Y | +53.5% | -55.6% | +109.0% | +98.7% |
| 5Y | -48.4% | -82.4% | +34.0% | +30.3% |
| All | -35.9% | -81.4% | +45.5% | +47.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 FIVN 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