+59.4%
RBLX vs RRX
+5.4%
+54.0%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.7% | -2.3% | +0.7% |
| 7D | +5.1% | -0.3% | +5.4% | +5.1% |
| 30D | +28.0% | -6.1% | +34.2% | +29.5% |
| 3M | +4.6% | -23.1% | +27.7% | +9.1% |
| 6M | -24.7% | -19.5% | -5.1% | -23.4% |
| YTD | -43.8% | +16.1% | -59.9% | -48.5% |
| 1Y | -65.8% | +12.9% | -78.7% | -68.4% |
| 3Y | +59.4% | +7.9% | +51.4% | +39.7% |
| All | +59.4% | +5.4% | +54.0% | +39.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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