-35.9%
RBLX vs RIO
+96.1%
-132.1%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.6% |
| 7D | +8.0% | +1.0% | +7.1% | +7.8% |
| 30D | +20.2% | +4.0% | +16.1% | +18.8% |
| 3M | +3.5% | +4.5% | -1.0% | +2.1% |
| 6M | -28.9% | +17.3% | -46.3% | -32.6% |
| YTD | -45.1% | +36.2% | -81.2% | -49.9% |
| 1Y | -66.2% | +76.1% | -142.4% | -71.3% |
| 3Y | +53.5% | +102.5% | -49.1% | +22.8% |
| 5Y | -48.4% | +103.5% | -152.0% | -58.5% |
| All | -35.9% | +96.1% | -132.1% | -46.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling