-35.5%
RBLX vs IAU
+150.3%
-185.8%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.7% | +5.2% | +3.9% |
| 7D | +10.2% | +0.7% | +9.5% | +9.9% |
| 30D | +18.6% | +0.3% | +18.3% | +18.4% |
| 3M | +6.0% | +0.7% | +5.3% | +5.7% |
| 6M | -29.5% | -15.5% | -14.0% | -26.9% |
| YTD | -44.7% | +1.0% | -45.6% | -43.7% |
| 1Y | -65.1% | +19.6% | -84.7% | -65.6% |
| 3Y | +54.5% | +125.4% | -70.9% | +26.9% |
| 5Y | -46.3% | +140.7% | -187.1% | -60.0% |
| All | -35.5% | +150.3% | -185.8% | -56.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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