-52.6%
RBLX vs IYR
+12.4%
-65.0%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +3.1% | +5.4% | +6.3% |
| 7D | -7.5% | +6.9% | -14.4% | -11.4% |
| 30D | +10.6% | +10.2% | +0.4% | +4.1% |
| 3M | +33.3% | -0.3% | +33.6% | +32.4% |
| 6M | +3.7% | +3.6% | 0.0% | +0.3% |
| YTD | -39.1% | +12.5% | -51.6% | -45.7% |
| 1Y | -52.6% | +12.4% | -65.1% | -57.9% |
| All | -52.6% | +12.4% | -65.0% | -57.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IYR.
Daily Out/Under-Performance
Portfolio return minus IYR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IYR 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 1y: compounded portfolio wealth divided by compounded IYR 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…
1y analysis · Full analysis span regression · 6 months rolling