-34.5%
RBLX vs SONY
+19.9%
-54.4%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.6% | -0.2% | +0.3% |
| 7D | +5.1% | -2.7% | +7.7% | +6.8% |
| 30D | +28.0% | +1.5% | +26.5% | +26.1% |
| 3M | +4.6% | +13.0% | -8.4% | -5.1% |
| 6M | -24.7% | +11.2% | -35.9% | -31.6% |
| YTD | -43.8% | -6.6% | -37.2% | -42.4% |
| 1Y | -65.8% | -18.1% | -47.7% | -61.8% |
| 3Y | +59.4% | +42.1% | +17.3% | +2.4% |
| 5Y | -48.2% | +11.0% | -59.3% | -56.7% |
| All | -34.5% | +19.9% | -54.4% | -47.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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