-34.5%
RBLX vs RMD
+24.0%
-58.5%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.6% | +2.0% | +1.6% |
| 7D | +5.1% | -4.4% | +9.5% | +7.0% |
| 30D | +28.0% | -3.1% | +31.2% | +29.6% |
| 3M | +4.6% | +13.8% | -9.2% | -2.1% |
| 6M | -24.7% | -8.6% | -16.1% | -22.3% |
| YTD | -43.8% | -8.6% | -35.2% | -42.2% |
| 1Y | -65.8% | -19.7% | -46.1% | -62.8% |
| 3Y | +59.4% | +48.4% | +11.0% | +14.6% |
| 5Y | -48.2% | -22.7% | -25.5% | -49.0% |
| All | -34.5% | +24.0% | -58.5% | -53.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling