-35.4%
RBLX vs SONY
+18.0%
-53.4%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.5% | +0.6% |
| 7D | +8.1% | -5.8% | +13.9% | +12.2% |
| 30D | +23.9% | -0.4% | +24.3% | +23.6% |
| 3M | +8.1% | +13.3% | -5.2% | -2.1% |
| 6M | -23.7% | +8.5% | -32.2% | -29.6% |
| YTD | -44.6% | -8.1% | -36.5% | -42.6% |
| 1Y | -66.2% | -17.9% | -48.3% | -62.5% |
| 3Y | +54.7% | +41.4% | +13.3% | -0.8% |
| 5Y | -48.9% | +9.3% | -58.2% | -56.9% |
| All | -35.4% | +18.0% | -53.4% | -48.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling