-52.6%
RBLX vs RMD
-1.9%
-50.8%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +5.9% | +2.6% | +5.3% |
| 7D | -7.5% | -3.9% | -3.6% | -4.9% |
| 30D | +10.6% | +7.9% | +2.7% | +9.3% |
| 3M | +33.3% | +8.1% | +25.2% | +31.1% |
| 6M | +3.7% | +15.5% | -11.9% | -1.1% |
| YTD | -39.1% | +0.7% | -39.8% | -36.9% |
| 1Y | -52.6% | -1.4% | -51.3% | -51.3% |
| All | -52.6% | -1.9% | -50.8% | -51.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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