+59.4%
RBLX vs RMD
+49.9%
+9.5%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.6% | +2.0% | +1.5% |
| 7D | +5.1% | -4.4% | +9.5% | +6.1% |
| 30D | +28.0% | -3.1% | +31.2% | +28.9% |
| 3M | +4.6% | +13.8% | -9.2% | +1.0% |
| 6M | -24.7% | -8.6% | -16.1% | -23.6% |
| YTD | -43.8% | -8.6% | -35.2% | -43.0% |
| 1Y | -65.8% | -19.7% | -46.1% | -64.5% |
| 3Y | +59.4% | +48.4% | +11.0% | +45.1% |
| All | +59.4% | +49.9% | +9.5% | +45.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling