-48.9%
RBLX vs HAL
+102.8%
-151.7%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.9% | +3.7% | +1.2% |
| 7D | +8.1% | -3.3% | +11.4% | +8.6% |
| 30D | +23.9% | +7.2% | +16.7% | +22.5% |
| 3M | +8.1% | -8.8% | +16.9% | +9.5% |
| 6M | -23.7% | +3.0% | -26.7% | -24.6% |
| YTD | -44.6% | +29.4% | -74.0% | -47.7% |
| 1Y | -66.2% | +62.8% | -129.0% | -69.6% |
| 3Y | +54.7% | -6.4% | +61.1% | +50.6% |
| 5Y | -48.9% | +103.6% | -152.6% | -52.9% |
| All | -48.9% | +102.8% | -151.7% | -52.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling