-46.2%
RBLX vs RIO
+91.0%
-137.3%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.6% | +0.8% | +1.2% |
| 7D | +5.1% | -3.2% | +8.3% | +5.8% |
| 30D | +28.0% | +0.9% | +27.1% | +27.6% |
| 3M | +4.6% | -1.4% | +6.1% | +4.7% |
| 6M | -24.7% | +10.9% | -35.6% | -27.2% |
| YTD | -43.8% | +31.2% | -75.1% | -47.9% |
| 1Y | -65.8% | +67.9% | -133.7% | -70.2% |
| 3Y | +59.4% | +88.8% | -29.4% | +32.5% |
| All | -46.2% | +91.0% | -137.3% | -52.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 RIO 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