-48.9%
RBLX vs RMD
-22.7%
-26.2%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.9% |
| 7D | +8.1% | -4.2% | +12.3% | +10.1% |
| 30D | +23.9% | -2.1% | +26.0% | +24.9% |
| 3M | +8.1% | +13.8% | -5.6% | +1.0% |
| 6M | -23.7% | -10.6% | -13.1% | -20.5% |
| YTD | -44.6% | -8.1% | -36.5% | -43.1% |
| 1Y | -66.2% | -18.0% | -48.3% | -63.6% |
| 3Y | +54.7% | +52.9% | +1.8% | +6.3% |
| 5Y | -48.9% | -22.3% | -26.7% | -53.3% |
| All | -48.9% | -22.7% | -26.2% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling