-37.7%
RBLX vs ROIV
+251.2%
-288.9%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.5% | +2.8% | +4.0% |
| 7D | +12.4% | +0.6% | +11.8% | +12.2% |
| 30D | +19.7% | +1.0% | +18.7% | +19.2% |
| 3M | -0.1% | +18.3% | -18.4% | -4.4% |
| 6M | -35.7% | +18.3% | -54.1% | -38.7% |
| YTD | -46.6% | +61.0% | -107.5% | -52.7% |
| 1Y | -66.6% | +177.9% | -244.5% | -74.2% |
| 3Y | +52.3% | +199.1% | -146.8% | +12.3% |
| 5Y | -47.7% | +250.7% | -298.4% | -69.9% |
| All | -37.7% | +251.2% | -288.9% | -63.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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