-34.5%
RBLX vs HAL
+69.4%
-104.0%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.6% | +2.0% | +1.5% |
| 7D | +5.1% | -3.3% | +8.4% | +5.5% |
| 30D | +28.0% | +8.2% | +19.9% | +26.6% |
| 3M | +4.6% | -9.4% | +14.1% | +5.9% |
| 6M | -24.7% | +0.6% | -25.3% | -25.2% |
| YTD | -43.8% | +28.6% | -72.4% | -46.6% |
| 1Y | -65.8% | +63.9% | -129.7% | -68.9% |
| 3Y | +59.4% | -7.1% | +66.5% | +55.3% |
| 5Y | -48.2% | +102.3% | -150.5% | -51.9% |
| All | -34.5% | +69.4% | -104.0% | -35.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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