-48.9%
RBLX vs TECH
-42.4%
-6.5%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.9% |
| 7D | +8.1% | -0.5% | +8.6% | +8.3% |
| 30D | +23.9% | 0.0% | +23.9% | +23.9% |
| 3M | +8.1% | +37.4% | -29.3% | -6.4% |
| 6M | -23.7% | +36.9% | -60.6% | -35.0% |
| YTD | -44.6% | +23.1% | -67.7% | -51.0% |
| 1Y | -66.2% | +42.2% | -108.5% | -72.7% |
| 3Y | +54.7% | +1.9% | +52.8% | +31.5% |
| 5Y | -48.9% | -42.9% | -6.0% | -29.8% |
| All | -48.9% | -42.4% | -6.5% | -29.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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