-46.2%
RBLX vs IQV
-0.1%
-46.1%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.7% | -0.4% | +0.5% |
| 7D | +5.1% | -2.2% | +7.3% | +6.2% |
| 30D | +28.0% | +8.3% | +19.7% | +22.5% |
| 3M | +4.6% | +44.6% | -40.0% | -14.8% |
| 6M | -24.7% | +52.6% | -77.2% | -40.9% |
| YTD | -43.8% | +16.1% | -60.0% | -49.3% |
| 1Y | -65.8% | +37.3% | -103.1% | -72.2% |
| 3Y | +59.4% | +21.6% | +37.8% | +26.7% |
| All | -46.2% | -0.1% | -46.1% | -48.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV 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 IQV 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